rob.wintour
2 years agoCurious Observer
Xplan TaskHub
Xplan's new TaskHub. Who has been using this and can you share your experiences please. Thanks Rob.
jessica.lamb
Advisely Partner
2 years agomartin.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
2 years agoValued Supporter
Thanks jessica.lamb
Recent Discussions
🤓Xplan Hint: Speed up with Xtools+ scenario templates
Did you know you can create your own Xtools+ scenario templates—complete with assumptions, strategies, and even custom labels—ready to apply to multiple clients in seconds? If you find yourself bui...andrew.wilson16 days agoIress Contributor84Views4likes3Comments🤓 Xplan Hint: Shortcut your favourite menu items
Did you know you can add shortcuts to your favourite / most frequently used menu items to the navigation menu in Xplan? We know some menus in Xplan require several clicks to get to - you can create...courtney.youngblutt16 days agoIress Contributor45Views2likes0Comments
Related Content
Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter?
Join me here on Wednesday 30th October from 3pm to 4pm.
Exp...