Task Hub - Search functionality
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:
- Select the Additional Filters icon
- Ensure entity = Client
- Search for and tick the client whose tasks you'd like to see
Iress ContributorHi 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:
- Select the Additional Filters icon
- Ensure entity = Client
- Search for and tick the client whose tasks you'd like to see
Thank you for your response and solved our issue.
- courtney.youngblutt
Glad I could help! Thanks Sally. :)
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