margaux.bugante
9 months agoValued Supporter
Xplan Tasks: Cut-off time
Hi everyone! First time posting here :) Just wondering if there is a way to automatically add one day to a due date if the task was activated after business hours? For example, if a Prepare Plan task...
rainier.reyes
Advisely Team
9 months agoWelcome margaux.bugante and wonderful to have you here! Great question and looking forward to seeing if the community has any ideas.
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
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...