sally.warncken's avatar
sally.warncken
Active Interactor
6 months ago
Resolved

Task Hub - Search functionality

Hi, Does anyone have a suggestion on how they search a client on the new task hub within a saved task view? I have resorted to CTL find (client name) – and the name often doesn’t come up (even th...
practice management
  • courtney.youngblutt's avatar
    courtney.youngblutt
    6 months ago

    Hi Sally, timely question! We are running a webinar on the task hub this Wednesday that will contain lots of hints and tips, like this one, on how to make the most of the task hub screen. Sign up here for the Xplan Unlocked: Optimising Task Hub webinar if you haven't already.

    To search for tasks allocated to a specific client, either from the main view or a specific saved task view:

    1. Select the Additional Filters icon
    2. Ensure entity = Client
    3. Search for and tick the client whose tasks you'd like to see

     

     

courtney.youngblutt's avatar
courtney.youngblutt
Icon for Iress Contributor rankIress Contributor
6 months ago

Hi Sally, timely question! We are running a webinar on the task hub this Wednesday that will contain lots of hints and tips, like this one, on how to make the most of the task hub screen. Sign up here for the Xplan Unlocked: Optimising Task Hub webinar if you haven't already.

To search for tasks allocated to a specific client, either from the main view or a specific saved task view:

  1. Select the Additional Filters icon
  2. Ensure entity = Client
  3. Search for and tick the client whose tasks you'd like to see

 

 

  • sally.warncken's avatar
    sally.warncken
    Active Interactor
    6 months ago

    Thank you for your response and solved our issue.

    • courtney.youngblutt's avatar
      courtney.youngblutt
      Icon for Iress Contributor rankIress Contributor
      6 months ago

      Glad I could help! Thanks Sally. :)

Welcome to the Advisely forums!

This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.

Here are some tips when posting in the forums:

  • Be respectful and courteous to fellow members
  • If a reply helped you, mark it as a solution so other users can find it easily
  • Take a moment to read through our Community Guidelines
  • For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
  • Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
  • Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
  • Introduce yourself and meet other members here!

We’re glad you’re here – see you around! 😁

Recent Discussions