Why I love XPLAN tasks

& 10 reasons why you should love them too

There is no secret I love XPLAN. Ask anyone in our office or any clients we work with and they will tell you that I am a big fan of XPLAN & in particular XPLAN tasks. My love for tasks has grown so m...

Updated 12 months ago

Version 4.0

jessica.lamb

Advisely Partner

Joined November 08, 2023

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Xplan Hacks

Tools (and tricks) of the trade.

AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!

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...

courtney.youngblutt

31 days ago

846Views

10likes

50Comments

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...

margaux.bugante

4 months ago

101Views

4likes

4Comments

AMA: I'm Matthew Townsend, Xplan tasks expert and product manager at Iress, Ask Me Anything!

Got a burning question? Join me here on Wednesday 10th July from 2pm to 2:30pm. With years of experience helping advisers, paraplanners and licensees streamline their task management on Xplan, I’m ...

matthew.townsend

5 months ago

551Views

7likes

24Comments

How to code birthday greetings in XPLAN

Hi Everyone, we are looking for assistance in coding the birthday email for clients. We need help with setting up coding so that the birthday greeting shows only the client who is celebrating their b...

ewkservice01

9 months ago

289Views

5likes

14Comments

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