We’re thrilled to introduce one of the most significant updates we’ve ever made to the XBert interface. This release brings a completely refreshed experience, built to make your work faster, clearer, and more visual.

From powerful new views to easier settings and automation management — it’s all designed to help you stay in control and work smarter.

Time Flow is a brand-new way to visualise and manage your work. It brings your tasks, due periods, and daily capacity together — right where you work.

Time Flow isn’t just a new view — it’s a smarter, calmer way to manage your week.

Time Flow when you turn on Capacity, brings in the daily capacity, and the new Capacity view, that you can use to understand the work for each day based on the teams Capacity and the work remaining.

We’ve reimagined how you manage your workflow.

We’ve heard your feedback!
The new Settings experience consolidates all your configurations — including app settings, client settings, and user preferences — in a single, unified menu.
No more jumping between screens; it’s now your single hub for managing everything about your XBert workspace.

This update comes with a refreshed design — cleaner visuals, smoother interactions, and a more modern experience.
And yes — Snooze is finally here! Pause tasks for later, declutter your view, and stay focused on what matters most.

We’ve renamed Reporting Period to Start Date to reflect better what it represents. Small change, immense clarity!

You can now perform multi bulk actions to save time on repetitive updates.
Plus, bulk actions are now part of XBert Automations, making it easier to manage and maintain your automated workflows.

Notes have been completely reimagined:

It’s a smoother, smarter way to stay organised.

Gain deeper insights right where you work.
​Client Intelligence gives you live client-level data — risk, outstanding work, and overall health — while you’re on the task.
No need to switch screens; XBert now brings key intelligence to you, helping you make informed decisions in real time.

We have changed the default to 'Start Date' up to 1 month for some views. If you wish to override, use a saved view and select the option that best suits your needs. This change marks the beginning of aligning the new defaults that are being introduced for the XBerts, ensuring that Due Dates align with the work.

If you want to work on a single style continuously, we have added the new Default Work Task Selection to your profile. You can choose the way you prefer to work, whether it's List or Board, and even the type of Board you prefer. Our suggestion is Time Flow.

You may have noticed that on the Clients, we have moved the Settings for clients into one place, to help make it a single area where you need to go for all settings. Just use the new Settings to now find anything you need to configure.

We have also streamlined the help process, making it one click away to access our support and AI help resources so that you can find any information with just one click. This is where you will now find all our information in one central place. This also helps us understand where users require additional assistance.

We simplified the profile menu, reducing it and making it easier to navigate, with all of the information now in our help resources.
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You now have access to one click filtering for the items that was in the advanced filters, after feedback on making this easier, we have moved these to be visaully now on the top navigation, allowing easier access to filter down to the information you need.

This release marks the start of an exciting new chapter. Coming soon:

We’re also creating new best practice guides to help you get the most out of these updates.

This is one of the most significant updates we’ve ever made. Explore the new features, and let us know what you think.
Reach out with any questions — we’re here to help you succeed with XBert.