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rob.wintour's avatar
rob.wintour
Curious Observer
2 years ago

Xplan TaskHub

Xplan's new TaskHub. Who has been using this and can you share your experiences please. Thanks Rob. 
practice management
technology
xplan
jessica.lamb's avatar
jessica.lamb
Icon for Advisely Partner rankAdvisely Partner
2 years ago

martin.joughin - you have raised a great point here. And I know XPLAN are working on providing additional view options inside Task Hub. I am excited to see these roll out. 

A great feature for you and your team are the filters at the top. You can filter to show overdue, due today, due this week etc. This will help focus your task list. 

You can save your filters, share your filters with your team, and set one as the 'Start View' display.  

  • martin.joughin's avatar
    martin.joughin
    Valued Supporter
    2 years ago

    Thanks jessica.lamb

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