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How To: Assign Roles
For easy assignment and management of your tasks and workflow… You can use roles to assign XBerts, Tasks, and Template Schedules… Then, select which user you would like to assign to that role
How To: Assign or Reassign an XBert or Task
Assign or reassign work items to a team member or a client user, either one at a time or several at once in bulk… Assign a single work item… Who you can assign to
How To: Assign a Recurring Task to a Client
For setting recurring tasks that are assigned to the client user… This will create ongoing recurring tasks assigned to your Client User, and they will receive an email
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… 2. Assigning a Client Role to a Client User… To assign a Client Role to a Client User, you must go to the Clients > Client Roles page in Settings
Bulk Actions on Client Roles
For when you want to assign/reassign roles to multiple clients in bulk… For each Role, there will be a dropdown where you can update/assign users… You can select the team members you'd like to assign the roles to and click on the Update button
How To: Email in a Task or a Note
Assign Email task to a Client… Assign a Process to your Email Tasks… For example, send it to ‘123456789+me@automate.xbert.io’ to assign the task automatically to yourself
How To: Add Your Custom Statuses
For adding additional Statuses and auto-assigning to roles… Custom Statuses now allows you to add, colour and auto-assign your own Custom Statuses… The Role will default to Auto Assign Role Not Set
How To: Use the Client Wizard
Use the Client Wizard to onboard new clients or update existing ones by assigning roles, schedules and client groups… You can assign team members to roles, add clients to active schedules, and add them to client groups… In Step 1 (Assign Roles) and Step 3 (Add to Groups), you can add, edit or remove Roles and Client Groups
How To: Change the Assignee of the Schedule
To assign tasks that have already been created you will need to bulk assign the tasks to the team member… Update the Assigned User of the Schedule
Onboarding a Client File
5. Assign New Clients to Relevant Templates… connecting the client file, assessing their health check score, clearing XBerts, allocating roles, and assigning… The wizard guides you through assigning roles, adding clients to schedules, and organising them into