Get the smarts to XBert

Search results for:Email Task/s

How To: Email in a Task

For easily forwarding in emails to become tasks… +me@automate.xbert.io ​ If you sent the task in from your email, once the email task is in XBert… The Subject Line of the email becomes the Task Title The Body of the email becomes the Task Description

How To: Update an Email Task

For adding additional information to email tasks… the XBert User's unique email address of the person you wish the email task to be sent to… email task yourself

XBert Glossary of Terms

Email Task/s Emails forwarded or sent to your unique XBert email address creates email tasks… More info here: Tasks Overview Task/s A type of work item that you can create and can either be… Token/s Used in template task titles, this allows you to generate tasks with a title based on dates

Assigning an Email Task to a Client

For your clients to complete tasks within XBert… OR Select an existing task from your Work Items list. ​ ​… The assigned Client User for the chosen Task will now show on your Work board

Using Microsoft Outlook to Send Emails into XBert as Tasks Automatically

Making Rules to maximise your email task efficiency on Microsoft Outlook… from email to task creation… You can immediately send an email task to a specified process by adding +(name of the process) before

How To: Move an Email Task to a Different Client

For moving tasks in between clients… When you email a task into XBert using your unique email address, it will predict the client it should… From the Work board, open an Email Task tile by selecting the Task summary in the Work items list

How to: View Created Tasks from a Template

Easily view Tasks created by a Template's schedule/s… There are two ways you can easily view the tasks created by a template's schedule… Select the Template you're looking to view the created tasks for

How To: Delete a Task

For permanently deleting a task… This will remove a Task permanently, be sure that you don't want to Complete the Task instead… Deleting a task is permanent and cannot be undone

How To: Create a Priority Task

For creating a prioritised task… On the Work board, select + Add Task. ​ Complete all the Task details… To prioritise the Task, select the tick box at the bottom of the Task and Save

How To: Edit a Task

For editing the content of the Task or adding template fields… From the Work board, open the Task tile by selecting the Task summary in the Work items list… Task Title - Required and will be the name that displays on the Work list items and the Task Tile