Sorting helps you organise and view your work items in a way that best suits how you like to plan, prioritise, and manage your workload. Each work board in XBert has sorting options designed to highlight the most relevant details for that specific view.
Each sort can be applied in ascending or descending order. Hover over a sort option and choose the up or down arrow. The direction you have chosen is shown next to the sort name.
Sorting by Board
The settings and sorting options under these boards are:
Weekends - toggle to view or hide weekends
Empty columns - toggle to
HideorShowcolumns that have no work on them.
Sorting options for all work boards (including Status Board, Assigned Board, Process Board)
Priority
Puts your prioritised (starred) tasks at the top, in the order you ranked them on the Priority board, with everything else below.Type
Groups your work items by what they are, so template tasks, ad hoc tasks and XBerts each sit together within the column.Due
Orders by when the work is due, soonest first, with anything that has no due date at the end.Start
Orders by when the work is due to start, earliest first, with anything that has no start date at the end.Status
Orders by each item's status, following the order your statuses are set up in rather than alphabetically.Client
Orders by client name.Process
Orders by the process each item belongs to.Assigned to
Orders by the name of the person the item is assigned to, with unassigned items at the end.
Where two items are equal, XBert falls back to due date to decide the order - except when sorting by Client, where it falls back to Process.
💡 Tips
You can switch between boards at any time to change how your work is grouped.
You can set a default view per board, ensuring you always start with your preferred filters.
Each board maintains its own Saved Views.
You can set your default work view - read more here
Combine filters (like Process, Client, Assigned, or Status) to create focused, customised views that fit your workflow.