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
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:

Select the Additional Filters icon

Ensure entity = Client

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

courtney.youngblutt

Xplan Expert

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:

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
6 months ago
Thank you for your response and solved our issue.
- courtney.youngblutt
  Xplan Expert
  6 months ago
  Glad I could help! Thanks Sally. :)

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