Xplan TaskHub
We use tasks extensively and haven't found it very useful. Our users could have between 20 and 200 tasks, and you can only see maybe 10-15 tasks on screen at once. Only having the columns show task status makes it too hard to organise. We might have 100 unactioned tasks and 20 tasks across actioned, pending and review. Completed and aborted tasks don't need to be shown.
It would be much better if we could choose what the columns showed. For example, if you could have overdue, due today, due this week and due later. Or have columns show advisers, or other roles, or who it's assigned to, or threads, or priority, or client category.
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
Settings for client access to emails saved as Doc Notes
Does anyone know if or how I can change the standard setting in the client email template so that: Client Access = No At the moment the default is set to yes (as screen shot below) ...rebekah.young6 days agoNetwork Navigator60Views1like3Comments🤓Xplan Hint: Why not try a dynamic benchmark?
Are you using Benchmark Sets in your Cases? Have you found that sometimes, some benchmarks are simply not applicable or relevant to the client's scenario? For example, why would you complete a Risk R...laura.capozzi7 days agoXplan Expert14Views0likes1Comment

