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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 -
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
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
… The
Template
Details Tile will open up. 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… How To: Add a Schedule to a
Template
Overview: Tasks How To: Clone a
Template
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: Create a Task or
Template
Task
You can create it from a
Template
or from scratch, assign it to a team member, and set a Due Date… Use the
Template
description or enter your description in the text editor field… If created from a
Template
, it will include the Process
