Anonymous's avatar
Anonymous
10 months ago

AMA: I'm Matthew Townsend, Xplan tasks expert and product manager at Iress, Ask Me Anything!

Got a burning question? Join me here on Wednesday 10th July from 2pm to 2:30pm. With years of experience helping advisers, paraplanners and licensees streamline their task management on Xplan, I’m ...
xplan
jaclyn.bazin4's avatar
jaclyn.bazin4
Active Interactor
10 months ago

Hello Matt,

Would appreciate your guidance on the situation where a practice may have previously used threads and no longer use them. However there are a number of incomplete tasks that are part of that thread. They wish to tidy up their database and start with new workflows. How do you best recommend they remove those threads without manually removing them one by one? The only option I can find is to abort the tasks (as they cant be deleted when part of a thread) however the thread still sits there in the current list.

If not possible to do as a bulk action, is this something that is on the roadmap?

Thanks

  • Anonymous's avatar
    Anonymous
    10 months ago

    Hi jaclyn.bazin4, 

    Sorry we didn't get to this one in the AMA and my delay in replying.   Unfortunately as you have suspected there aren't any bulk actions in this area that would suit this one.  The only options for the user would be to either:

    • Manually remove the threads - if you don't want to retain any of the thread or task data. OR
    • Manually abort the threads - this will retain the data but you will also need to bulk abort the tasks afterwards.

    You've definitely highlighted a good use case here for that functionality, it's something we've recorded down but it's not on the roadmap at this time.

    Thank you,

    Matthew

Welcome to this AMA thread!

Here's how to get involved:

  1. Submit your questions: Just type them out and post now ahead of the AMA! This is a text-based event, so no audio or video is needed. The expert will be online to answer whatever questions you have during the scheduled time.
  2. Be respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
  3. Stay engaged: Feel free to follow up or ask about different topics as the thread goes on. The more you interact, the richer the conversation.
  4. Enjoy the experience: Use this opportunity to gain insights and connect with peers and experts. Let’s make this AMA one to remember!

Looking forward to all your amazing questions and let the asking begin!

Recent Discussions