Why I love XPLAN tasks

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

6 months ago

63Views

2likes

4Comments

Are you getting the most out of the Xplan Task Hub?

It's time to get your centralised workflow management tool working for you.

courtney.youngblutt

4 months ago

582Views

1like

7Comments

🤓 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

6 months ago

90Views

4likes

1Comment

Thread / Task - How to create report

Hi all, We utilise a thread for our review process that indicates different tasks such as: Conduct review meeting Update XPLAN and conduct research Lodge paraplanning request Complete SOA...

sandy.wong

25 days ago

103Views

3likes

7Comments

Blog Post

Why I love XPLAN tasks

& 10 reasons why you should love them too

Related Content

Task Hub - Search functionality

Are you getting the most out of the Xplan Task Hub?

🤓 Xplan Hint: Auto reassign tasks

Thread / Task - How to create report