Workflows that work

Case Threads in Xplan are like briefcases – on one side you have a workflow that tells you "what to do" and, on the other side, you have evidence that tells you "what has been done." 

They're a great tool to help you build, manage and automate the processes in your advice business and ensure that tasks are managed and assigned with ease.

In this video, I go through when, how and why you should use Case Threads, and share my top tips to ensure making the most of this feature.