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Email Task/s
XBert Glossary of Terms
Email
Task
/
s
…
Task
/
s
… Extension
Task
/
s
How To: Sort the
Task
List
You can easily sort your work items using the sort selections at the top of the
Task
List… Sort options sit at the top of your
Task
list… Clients You can order your
Task
List items alphabetically by Client name
Understanding Your Notification Preferences
Default
Settings
… Assignments Receive a notification when a
task
is assigned or reassigned to you… Mentions are used when a team member needs your attention on a specific
task
or comment
How To:
Set
Your Notification Preferences
These are controlled independently of
email
, so you can choose to receive in-app alerts without any
email
… Preferences There are five types of notifications you can manage: Assignments - when a
task
… Mentions - when someone @mentions you in a comment Comments - when someone comments on a
task
How To: Update
Tasks
to Match Roles
Use Update
Tasks
to Match Roles to ensure open
tasks
follow the current role holder… To trigger Update
Tasks
to Match Roles:… assigned users to roles, use this action to claim them all at once without having to work out which
task
Overview: Client Roles
To
streamline
role management, we have introduced a
separate
Roles tab… Update
Tasks
to Match Roles… within the Roles section: This feature allows you to view and manage default roles for all unassigned
email
Capacity Management
Enabling and Navigating Capacity
Settings
… Capacity
Settings
Breakdown… This ensures work is planned realistically, helps you proactively redistribute load, and reduces
task
How To: Update the Timezone on Connect Portal
How to
set
your connect portal time zone uniform throughout all users…
Set
the
same
timezone for all users… You set a
task
Start Date for Jan 02, 2024, at 12:00 MN, and you're in UTC+11
Load Up
Standard
Templates
Load the
Standard
Templates… if you don’t plan to use the standard set permanently, loading them is a great way to explore how
task
How To: Manage
Saved
Views as an Admin
Learn how to access and manage
Saved
Views created by your team… What you can
see
… Deleting a
saved
view
