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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
Onboarding a Client File
5. Assign New Clients to Relevant Templates… See how to here After you've successfully connected your client file/s, the next best step… To easily check the data quality and health check score of your newly added client file/s, you can check
How To: Sort the Task List
You can easily sort your work items using the sort selections at the top of the Task List… Learn more about Step Number in: How To: Create a Template If there are no Step Numbers in… Group You can order your Task List items by the Group Name set on their template
Load Up Standard Templates
Load the Standard Templates… Need help loading up your Templates?… If you’d like access to template sets or need help setting up your workflow, reach out via the Help option
How To: Assign Roles
You can use roles to assign XBerts, Tasks, and Template Schedules
Sorting Across Work Boards
Sort your work items to plan, prioritise, and manage tasks more efficiently on your work boards… Sorting by Board… Type Groups your work items by what they are, so template tasks, ad hoc tasks and XBerts each sit together
How To: Assign a Client Role to a Client User
Set up a Client User, then assign them a Client Role on the Clients > Client Roles page… Which column to use: Clients > Client Roles Roles are used to assign XBerts, Tasks and Template Schedules
Capacity Management
Enabling and Navigating Capacity Settings… Capacity Settings Breakdown… Ideal for: Scope changes, unique client cases, forecast accuracy Template updates remain the source
How To: Get Started With XBert
Follow these simple steps to get started and make the most out of your XBert experience… Step 2 - Set your clients up with the Client Wizard… Step 1 - Connect your Client Files
New Pricing: Notes for Legacy Customers
If you select Pay Now you will be charged a pro-rated amount for new file/s from today's date until your