Why I love XPLAN tasks

& 10 reasons why you should love them too

There is no secret I love XPLAN. Ask anyone in our office or any clients we work with and they will tell you that I am a big fan of XPLAN & in particular XPLAN tasks. My love for tasks has grown so m...

Updated 2 years ago

Version 4.0

jessica.lamb

Advisely Partner

Joined 08 November 2023

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Xplan Hub

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

Task Hub - Search functionality

Hi, Does anyone have a suggestion on how they search a client on the new task hub within a saved task view? I have resorted to CTL find (client name) – and the name often doesn’t come up (even th...

sally.warncken

2 months ago

60Views

2likes

4Comments

🤓 Xplan Hint: Auto reassign tasks

Did you know you can have Xplan automatically reassign tasks to another team member when someone goes on leave? Why? Be confident that tasks are not falling through the cracks when someone goes...

courtney.youngblutt

2 months ago

78Views

3likes

1Comment

Xplan Case Benchmarks - Outcome of task

Hi, we have set up our case benchmarks but not all of them can be automated or we have chosen not to automate some and require the adviser/paraplanner/admin/compliance staff member to go and link cer...

edward.wilmoth

4 months ago

54Views

3likes

3Comments

Xplan Tasks: Cut-off time

Hi everyone! First time posting here :) Just wondering if there is a way to automatically add one day to a due date if the task was activated after business hours? For example, if a Prepare Plan task...

margaux.bugante

9 months ago

109Views

4likes