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Search results for:Email Task/s

How To: Update an Email Task

For adding additional information to email tasks… Have you ever needed to add new information to an existing email task?… After you've emailed a task to XBert, a client or team member may likely update that email

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… to assign the task to any of your Client Users… OR Select an existing task from your Work List.

How To: Email in a Task or a Note

For easily forwarding in emails to become tasks or notes… Once your task is created, you can assign the email task to a client, XBert remembers the email address… The email subject becomes the task title, the body becomes the task description, and any attachments

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: Link an Email to an XBert or Task

For adding email threads to XBerts or tasks… Check the XBert or Task The forwarded email will appear on the XBert or task shortly after… Easily attach email threads with new information to an existing XBert or task

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: 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: 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

How To: Create a Priority Task

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