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Search results for:Template/s

XBert Glossary of Terms
Template/s… More info here: How To: Use Estimated Time Task/s created from the XBert Extension… Status that means your template and/or schedule is active and working
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
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… Set up the Schedule… Add a Schedule
How to: View Created Tasks from a Template
Find every task a template or one of its schedules has created, including tasks you can't see on your work list… If the icon is greyed out and says No tasks are linked to this Template, the template has no… From the template (quickest)
How To: Load the Standard Templates
How to add XBert's standard template set to your account from Automation… Load the templates… Template sets by country
How To: Edit a Task
For editing the content of the Task or adding template fields… Subtasks will be imported from a Template if selected, you can now edit these or add your own
Overview: Standard Templates
What XBert's standard template set contains, how templates and schedules fit together, and where to find the set for your country… Template sets by country… Schedule is attached to a template and decides which clients get the work and when
How To: Use Title Tokens in Templates
Build template titles that fill in the month, year or frequency automatically when each task is created… Shifting a token forwards or backwards… Syntax