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 though the name is definitely in the list).

I am currently searching a saved list at the moment (Fee Consent) that has 90 tasks and not having much luck.

thanks

practice management

courtney.youngblutt
7 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:

Select the Additional Filters icon

Ensure entity = Client

Search for and tick the client whose tasks you'd like to see

4 Replies

courtney.youngblutt
Xplan Expert
7 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:

Select the Additional Filters icon

Ensure entity = Client

Search for and tick the client whose tasks you'd like to see
- sally.warncken
  Active Interactor
  7 months ago
  Thank you for your response and solved our issue.
  - courtney.youngblutt
    Xplan Expert
    7 months ago
    Glad I could help! Thanks Sally. :)
rainier.reyes
Advisely Team
7 months ago
Great point of discussion Sally.Warncken ! Does anyone in the community have any ideas?

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