A task title built from a token, such as BAS Monthly - [StartMonth], is filled in once when the task is created. If you later change the task's start date, the title does not update on its own. There is a separate Update Title action to bring it back in line.
đ Read more here: How To: Use Title Tokens in Templates
When the option is available
Update Title only appears when all of these are true:
You are an admin
The item is a task, not an XBert
The task was generated from a template
The title actually contains a token
If any one of those is not met, you will not see the option.
Update the title
Open the task whose title contains a token, for example BAS Monthly - October.
In Timeline, click the Edit Start Date pencil icon, set the new date and click Save.
Open the Advanced section in Timeline.
Click Update Title. The title is rebuilt from the new start date.
The title is recalculated using your Connect portal's timezone, the same as when the task was first created.
Older tasks
Tasks created before this was introduced do not have the option, and their titles cannot be updated this way. You can still change their start dates, but the title will keep its original wording and would need editing by hand.
This is because XBert has to keep a copy of the original title, tokens and all, to rebuild it from. Tasks created before the change were never stored that way, so there is nothing to rebuild.
When this is useful
A workflow was duplicated into a new period and the titles still say the old one
A start date was entered incorrectly
A recurring schedule has been realigned to different dates
Need help?
If you have any questions, our support team is here to help!
Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io