Advisely Team
Hello Team,
Can we please please please have a 'Client Adviser' (designated roles) filter in Task Hub that can be used to see all tasks relating to all clients who have XX as Client Adviser irrespective of who is the Assigner or Assignee of the task? This is a major pain point for our advisers and their teams as they want to be able to see in one view all the work in progress being done on their own clients. It would make the task hub a more useful tool for WIP meetings within Business Units so that everything in progress for their clients can be reviewed and the adviser can see the progress of work that other teams (such as an Insurance Adviser) might be working on for their clients.
We've also had requests from our users, especially in our centralised teams and for Associates and Support Staff who support multiple Client Advisers that they would love to be able to see on the Task card in Task Hub view the 'Client Adviser' name (even if just in small text).
Please consider the above as development items. 🙏🙏
If this functionality is already in Task Hub please let me know where to find it. Thank you.
Hi, you can set this under Filter, Task Role, select Client Adviser then tick the advisers you want to see. You can also select Administrators etc under this. If you save as a view then make main view you will just see the tasks you want to see.
Thanks
Fabulous. Thank you!
