Advisely Partner
Hi Jessica,
This video has changed my Xplan world!
I had seen the labs option before but never dared to enable it until i watched this the other day.
The checklist and comments area alongside in the new view is so much more user friendly and the checklist single click is sooo much better.
One little thing i noticed through the video was the recurring task option. I've not seen that on any of our Xplan site's tasks before.
Is that a custom template or is there a setting hidden in a template/site setting somewhere that would enable this option on our site?
Thanks,
Will
Recurring tasks have always been hard to find in Xplan (and I don't think they have made their way to the new interface yet either!).
You need to first access the 'classic' task view then in the search filters change the 'List' drop down from 'Tasks to Do' (which should show all your outstanding regular tasks) to 'Recurring tasks' (which is where jessica.lamb's video picks up). You can then click the 'Add' button to create a recurring task and you get all the extra options (or if you have any existing recurring tasks view them below).
Advisely PartnerHi Will will.stevenson
I am so pleased you enjoyed the video. Recurring tasks are not custom. I have seen them on all XPLAN sites I work with. I checked to see if there was potentially a capability - but there doesn't seem to be an obvious one. I am not sure how you could hide this, therefore I can't tell you how to unhide it.
I found this on community - https://community.iress.com/t5/Help-Guide-Xplan/Use-Tasks/ta-p/4956#To_create_a_recurring_task - please see if this helps.
I hope I am not breaking any Advisely rules here and Primrose-G will tell me if I am. But if that doesn't help, please call me on 1300 032 023 and I would be happy to do a screen share with you.
