Follow the development progress of the CX Platform.

Backlog

Planned

In Progress

Done

CX Platform

Help TPAs better understand where their plans are in the overall plan lifecycle and clean up disparate data across the platform.

Annual Plan Administration Status

Linear

Goal: Give TPAs easy access to view what people are working at this company, who they interface with on behalf of the company, and who the contact parties are.
Scope

Company People

It would be nice when searching for anything in the magic bar, if a window or page came up showing you all projects, tasks, the client, and the plans associated with the person, plan, or company you are searching.

Search Landing Page

JPerryman

It would be helpful if the notification email listed the plan/company it is related to.

Dana Szekeres

It would be useful if we could extract all data from a created form (multiple responses) into a single spreadsheet.

Extract data from forms

Lauren Diedrich

It would be nice to have a single line/column option in the views. The current double column set up limits the length of data displayed. It also makes it a little harder to read when it’s jumbled over two columns.

View formatting

It would be helpful to be able to sort all lists of plans and clients alphabetically.It would also be helpful to be able to filter lists of plans within Stax. I need to reduce the visual clutter. For example, in my dashboard I have a section called Plan Termination Non-PBGC. I want to be able to see only those projects whose next task is Generate Invoice for Final Bill. I can sort the next task in alpha but then I still have to sort through a bunch of tasks.

Sorting and Filtering of Lists

Joseph Carolan

Help Center

Improved

Fixed

Trust Accounting

💡 Share your ideas

staxai

Pending Review

Here’s what we have planned for the <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://Stax.ai">Stax.ai</a> suite of products.

Stax.ai Universal Roadmap

Follow the development progress of Trust Accounting.

Stax.AI

CX Platform