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How To Get Started With XBert
Overview: XBerts Build Custom XBerts Step 7: Build Out Your Client Role Board Assign… How to: Overview: Roles Assign Roles I have connected my Client Files. I have
XBert Glossary of Terms
Assign… Bulk Assign… More articles here: Support Centre You can assign tasks, XBerts, templates, and schedules to roles
Settings
can also set up your statuses, add a custom status, edit, colour, or reorder them, and add an auto-assign
Understanding Your Notification Preferences
Assignments Receive a notification when a task is assigned or reassigned to you… Use this to stay on top of new work - when a colleague assigns you a task, XBert will notify you immediately… In-App Yes Comments Receive a notification when someone adds a comment to a task you are assigned
How To: Set Your Notification Preferences
click on Notification Preferences There are four types of notifications you can manage: Assignments… when a task is assigned or reassigned to you Mentions - when someone @mentions you in a comment… Comments - when someone comments on a task you are assigned to Weekly Summary - a weekly
Capacity Management
Payroll Hours: Total hours assigned via payroll… s capacity in priority order, rolling any overflow into the next available day until all work is assigned… If tasks were assigned only to their start date or were not spread correctly, capacity readings would
How To: Update the Timezone on Connect Portal
Tasks assigned for a specific day might appear as scheduled on a different day for team members operating
Load Up Standard Templates
sets or need help setting up your workflow, reach out via the Help option in XBert, and our team can assist