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Time Flow Board

The default view for your work boards - a smarter, calmer way to manage your week.

Written by Marsha Galicia

The Time Flow Board is a new way to visualise, plan, and manage your work. It’s designed to bring together your tasks, due periods, and daily capacity in one simple, dynamic view — giving you a complete picture of your workload at a glance.


Navigation

You can scroll from left to right to view all the columns, but by default, this view includes four key columns:

  • Completed (auto-hidden)

  • Not Started

  • Overdue

  • In Progress

This setup gives you an immediate sense of what’s on your plate, what’s behind schedule, and what’s actively being worked on. This board shows you the complete picture of your team's schedule:

  • Work reminders for items starting in the future

  • Due date visibility, so nothing slips through the cracks

  • Snooze endings so you know when work is coming back

You can easily understand how your day or week is shaping up, making it simpler to prioritise tasks, balance responsibilities, and maintain steady progress.


Date Range, Filters, and Settings

This work board uses the date range: Start Date > Dynamic > Up to 2 Weeks, similar to the work list. You cannot access the date range selector on this board.

You will also have a Process, Client, Assigned and Status dropdown to easily filter the board. Similar to the work list, the quick filters are also available (My Items, View XBerts/Tasks only, etc).

Here are the settings you can change on this board:

  1. Work Reminders (Toggle On/Off)

    Toggle this setting on/off to see upcoming items that are scheduled to start soon.

  2. Weekends - toggle to view, hide, or show only weekend days with tasks

Sorting options are also available on this board. More on sorting here.


Drill into Capacity

When Capacity is turned on, Time Flow becomes even more powerful. You’ll see your team’s daily capacity values right within the view, allowing you to assess individual and team workloads in real time.

This helps you identify potential bottlenecks early, plan work more effectively, and ensure everyone is working at a sustainable pace.


Understanding the Numbers on Each Column

Two different numbers can appear at the top of a Time Flow column, and they answer different questions.

1. The clock — Actual Time / Estimated Time

This appears on every column (for example 2.5h / 6.0h) when the Actual Time feature is turned on. It is simply the total Actual Time logged and the total Estimated Time of the work items sitting in that column.

A work item with no Estimated Time set adds nothing to this total, so a column can be full of work and still show a low number. More on setting estimated time here.

2. The capacity percentage

This appears on the dated day columns only — Today, Tomorrow and each day after. Not Started, Overdue, In Progress and Completed are buckets rather than days, so there is no daily capacity to measure work against and no percentage is shown on them. This is expected behaviour, not missing data.

Click the percentage on any day to drill into that day's capacity and see exactly which work items make it up.

Why a day's percentage is not just the tiles you can see

A day column holds the work items that start on that day. Work that is already In Progress, or is past its due date, is displayed in the In Progress and Overdue columns instead — but XBert still schedules that work into your days behind the scenes.

So a day's capacity percentage can be higher than the tiles you can see in that column. Use the capacity drill-in to see the full picture for a day.

Why some work is not counted at all

If your board looks lighter than your real workload, it is usually because some work is excluded from the calculation. A work item is left out if any of the following apply:

  • It has no Estimated Time — by far the most common reason a board under-reports.

  • It has no Start Date or no Due Date. Capacity needs both to know which days the work belongs to.

  • Its status is a Completed type.

  • It is overdue and Include Overdue Work is switched off. When overdue work is excluded, the capacity drill-in shows a small info badge to tell you.

  • It is snoozed past the day you are looking at. It returns to the calculation on its snooze end date.

  • All of its estimated time has already been logged. Capacity uses remaining time (Estimated − Actual), so once the logged time reaches the estimate the item counts as zero.

Quick check: if your day looks lighter than it really is, confirm your work items have an Estimated Time, a Start Date and a Due Date, and check whether overdue work is being included.


Dragging & Dropping Work Items on Time Flow

Move Start and Due Date modal

This modal is triggered when you move a work item:

  • From Not Started to a Date

  • From a previous date to a future date

  • From a future date to a previous date

You can choose to:

  • Change the start date and pick a new due date

  • Change the start date only

  • Change both start and due dates to the same day

Update Status & Re-assign Modal

This modal is triggered when you move a work item from a Date to the In Progress column.

You can choose to:

  • Update the status

  • Re-assign to another user

  • Or both


⚠️ Note: You cannot move a work item from Overdue or In Progress to a Date column. You'll see a pop-up on the lower right of your screen if you try to move work items from these columns.

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