Go to XBert
English
;
English
Go to XBert
English
;
English
Get the smarts to XBert
Search results for:
assign
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
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, they will receive an email notifying
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 red Update button
Assigning an
Email Task to a Client
You can easily
assign
Tasks and XBerts to Clients that are invited into an XBert Client Console… Create a Task from your Work board - When you have selected the Client, you will then have the option to
assign
… Using the
Assign
function from the actions bar, select the Client User from the list
Assigning
Individual XBerts or Tasks to a Team Member
Within the task summary, you can select the
assign
icon and then select a team member to
assign
it to… When you’ve added your team members, you can
assign
an XBert or Task to them… You can add a message as you
assign
the task.
Assigning
Multiple XBerts or Tasks to a Team Member
Easily bulk
assign
/reassign multiple XBerts or Tasks to your team members so they can be actioned… To
assign
multiple XBerts or Tasks, you can filter your Work board to show just XBerts or Tasks… Select which XBerts/Tasks you would like to
assign
/reassign to a team member
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: 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:
Seeing What's
Assigned to a
Team Member
For seeing what tasks are
assigned to your
team members… On the
Assigned
Team User column, select a team member… On the Work board, you will see the filter selected at the top and the user in the
Assigned
column
Client Communication via the Client Console
Once the client users have joined, you can start to
assign
XBerts and
assign
a task to a client… How To:
Assign
a Recurring Task to a Client Overview: The Client Console How To: Delete a