12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything!

Hey Luke, thanks for joining in! Not sure how useful these tips will be, as you seem fairly across Xplan, but I’ll list out some ways you can view task lists below. If you have tried all these previously but feel that they don’t work for you - I’d love to know why and what might be more useful. 🙂

New task hub - choose the list view and use the range of filters to show the tasks you want. You can save as a task view so you can easily load it again.

Task Management Reports - there are a few standard management reports that you can run across tasks. Some of these have a lot of additional filters and some can be run as CSV if that helps. (You can use Scheduler to run these reports automatically for you and have them appear in your inbox if using them for a regular meeting etc).

Task Widgets - there are some great task widgets you can use to see workflow at a glance - add a new tab just for workflow and have a look at some of the widget options available

Workflow Tracking for example, can list all open cases line by line. 

Others such as Group Workflow show a bar chart, letting you see at a glance the status and no. of tasks assigned to users helping to identify any bottlenecks or where someone might need a hand.

I also like the ‘Specified Task in Thread outcome breakdown’ widget - this shows a great visual of what outcomes are being selected for a particular task. Maybe you have a task with outcomes of SOA or ROA and the adviser chooses what type of advice they need prepared - the chart can show how many times SOA is selected over ROA. Or task outcomes allowing an adviser to select if changes are required to an advice document once it is received from paraplanning -  visually see how many plans are being returned for rework.

There’s also Xport and Xmerge - you can export tasks and sort in excel or create a custom xmerge template - these are a lot more intensive in terms of set up and maintenance though.