courtney.youngblutt
Iress Contributor
Iress Contributor🤓 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...
rainier.reyes
Advisely Team
Advisely TeamLove this tip courtney.youngblutt – super handy for making sure nothing gets missed when someone’s away! 🙌🏼
Thanks for breaking it down so clearly. That tip about already active tasks is a great reminder, too.
Keen to hear if anyone else has any questions about this Xplan Hint – or how about your favourite Xplan Tasks shortcut or tip?
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