Workflow - Tasks: Adding a Follow-Up Task from a Note

Workflow - Tasks: Adding a Follow-Up Task from a Note

Adding a Follow-up Task from a Note Overview 

The purpose of this guide is to provide instructions on adding a follow-up task from a note in XPLAN.

Once a Note has been saved, you can create a Task or activate a Thread (from a Thread template) by accessing the Actions menu. This allows for multiple Tasks or Threads to be generated without leaving the Notes section.

While in a client file:

  • Click on Client Summary > File Notes in the navigation menu:

  • Open an existing Note
  •  The Edit Document Note page will open.
  • Click the Actions button

  • Select Add Task.
  • Complete the details of the Task.

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