Adding a Quick Task in XBert
The Quick Task option is designed for ease and speed, helping users quickly jot down and assign tasks. It’s a great tool for simple task creation without the need for additional details.
To add a Quick Task:
On the Workboard, click the Add Quick Task button on your header.
Or, select the Quick Add button or plus icon (+), then select Add Quick Task.
The Quick Add task form should pop up.
Enter the task name, description (if any), and other details.
Assign the task to a team member (note: client users cannot be selected in this menu).
Save the task to add it to your workboard.
Limitations of Quick Task
The Quick Task menu is intentionally streamlined, which means some advanced functionality is unavailable. Here’s what to keep in mind:
Client User Assignments: You cannot assign a Quick Task to client users.
No Subtasks or Attachments: Quick Tasks don’t support adding subtasks or file attachments.
Limited Features: Other advanced task options, such as assigning to a role, and assigning a start date, aren’t accessible from the Quick Task menu.
The Quick Task was designed for quick and simple task creation, stripping back additional features to save time.
For more complex tasks, we encourage users to switch to the advanced form to access the tools they need.
Using the Advanced Task Form
If your task requires more advanced functionality, such as adding subtasks, and attachments, or assigning client users, you’ll need to use the full task creation form.
Here’s how to access the advanced task form:
Once you've opened the Quick Task form, click the Advanced button at the bottom of the menu.
This will take you to the normal task creation form, where you can access the full set of task features.
