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Search results for:Template/s

How to: View Created Tasks from a Template
Easily view Tasks created by a Template's schedule/s… Under Template Schedule, you can select the template you're looking to view the created tasks for… View via the Template under Automation -
Using Tokens in Template Titles
How to create dynamic template task titles by using our title tokens feature… How to Use Tokens in Your Template Title… Welcome to this guide on how to use tokens in template titles
How To: Clone a Template
To make a copy of any existing template… You can easily make a copy of an existing template which will save you time setting up a whole new template… Click on the Copy Template icon
How To: Delete a Template
For removing a template and the tasks created form it… Select the Template that you want to delete. The Template Details Tile will open up… You can easily Delete a Template
XBert Glossary of Terms
Template/s Templates are how you manage your recurring tasks within XBert… Token/s Used in template task titles, this allows you to generate tasks with a title based on dates… S
How To: Create a Template
To create a Template, go to the Automation Page and select 'Add Template' on the right… The Template details field will open up… Save your template
How To: Add a Schedule
For the recurring settings of template tasks… This will open up a Template Details Tile on the right-hand side. ​… This will open the Schedules page of the Template
Linking a Client Note to a Template
This allows every client on a template to have their own notes in addition to the generic task details… In the Automation board, open the template that you want to add notes to… Make sure you click Save on the template. You should now see the note on the template's tasks
How To: Clone a Schedule
To make a copy of any existing schedule on your template… To clone or copy a schedule… Go to the Automation Board & select the template
How To: Add Clients to an Existing Schedule
For adding more clients to an existing template and schedule… TIP: If you have multiple schedules, you can sort your Schedule list by clicking on the Status… Select the Client you want to Add by Ticking them in the Client List. Save the Schedule