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Matthew's avatar
Matthew
Icon for Iress Team rankIress Team
6 days ago

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 ...
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tl's avatar
tl
Curious Observer
4 days ago

Hi Matthew,

  1. When an email is sent when completing a task (task outcome). Is it possible to have the email template open (to allow it to be edited) rather than send immediately?
  2. Under 'Classic tasks' I'm able to search by 'Case / Thread Template' which I find very useful. How can I do this using the new 'Tasks' hub.
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