Iress Contributor12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything!
Hi Courtney,
I would find Xplan much more manageable if we could edit and nominate the task descriptions that we decide are best suited for our practice.
Less is more and currently its very confusing.
How can a practice nominate specific task descriptions for them to use.
Regards Brian
- courtney.youngblutt
Hi Brian! Agree that task descriptions are most useful if they are relevant to your practice - it sounds like you might be on a managed or licensee site and might not have full control over the threads and tasks you use.
For those who have their own threads or are on their own site, they can update the task descriptions in the template and have them flow through - this does come with an ongoing maintenance cost to the practice in terms of time and resources to maintain them (and the knowledge & willingness to do it).
Depending on how many threads and tasks you use, you could see if you can copy the existing workflows - then you would be free to update the descriptions. This would mean that you wouldn't get any updates that get pushed down though. (Pros and Cons to eveything).
I hope that helps a bit but let me know if you have further questions!
