Forum Discussion

matthew.townsend's avatar
matthew.townsend
Icon for Iress Team rankIress Team
3 months 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 ...
xplan
tl's avatar
tl
Social Sightseer
3 months 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.
  • matthew.townsend's avatar
    matthew.townsend
    Icon for Iress Team rankIress Team
    3 months ago

    Hey tl

    1. This is a great use of the automation and to answer your question - yes you can.  when setting up the outcome and selecting to send email or sms from a template you have an option labelled 'prompt to edit', if you set this to yes, you will get the email loaded up in the Xplan email editor and can review/update before sending (managed to include a pic below).

    2. Unfortunately that filter is not there yet.  Tasks has a number of filters and we started by introducing the most used and requested one but we are getting more feedback for this filter and are looking to see when we might be able to bring this one over into the new experience.
Related Content