Blog Post

Xplan Hub

4 MIN READ

All your Task Hub questions, answered

Advisely-Team

Advisely Team

2 years ago

Iress product manager Matthew Townsend recently jumped onto Advisely to answer all your burning task management questions. Here are four of the most interesting conversations that came out of his A...

Updated 2 years ago

Version 2.0

task hub

xplan

Advisely-Team

Advisely Team

Joined 25 October 2023

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Anonymous

Xplan Hub

The tools you need to make the most out of Xplan.

carolyn.pretorius

Active Interactor

6 months ago

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

melita.daff

Active Interactor

6 months ago

Fabulous. Thank you!