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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 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

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

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 ‘+adhoc@automate.xbert.io’ to assign the task directly to the Ad Hoc process

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

Bulk Changes

Bulk actions include due dates, assigning to users and updating or completing the status… User Update Status If you're looking to Update Status and that status is set to auto-assign… to a user, make sure you tick the Apply auto assign role before you hit Update

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