We’re excited to share one of our biggest updates to date, with new features and meaningful improvements!

Across navigation, client setup, templates, schedules, notifications, and more, we’ve strengthened the foundations of your day-to-day workflows so you and your team can focus on what matters most.

The left-hand sidebar is now expandable and collapsable. Expand it to show a text label alongside every icon - XBert Intelligence, Work, Analytics, Clients, Notes, Automation, Activity.

Collapse it back to icons when you need the screen space. Your preference persists as you move between pages.

The Work section now has its own fly-out sub-navigation, listing every board and view directly:

Now, getting to a specific work board is a single click away from anywhere in the app. The active saved view name also now appears at the top of the screen, so you always know which view you're working in.

Adding clients now kicks off a guided 3-step wizard that helps you get them set up correctly from day one. You can assign team members to roles, add clients to active schedules, and place them into client groups - all in one flow, immediately after adding a client (or a batch of more than one).

Every step is optional and skippable. When you make an assignment, XBert will ask if you'd like to apply that choice across all clients at once, saving you from repeating the same action row by row.

You can now perform bulk actions across multiple templates and schedules at once.

We've introduces new notification categories with the ability to choose how you get notified. You now have full control over every notification category.

Each category can be toggled independently (or together) for email and in-app notifications.

Also new in this release:

Admins can now access a dedicated Saved Views page showing every saved view in the workspace - name, page, creator, whether it's shared, and when it was created.

Any view can be deleted from this page, including those created by other users.

A new bulk action on the Client Settings page opens a grid view showing all your clients against all your client groups, with current assignments visible at a glance.

Tick and untick to add or remove clients from groups in any combination, then apply all changes at once.

When a role is reassigned to a different user on the Client Roles page (a staff member leaves, someone goes on leave, a team is restructured), open tasks on the work page don't automatically follow. Or unassigned tasks where a role was set, but no user had been assigned yet when the tasks were generated (but you've now assigned a user to the role).

After updating a role, select which clients to apply the change to via Actions - XBert will reassign all open tasks that were originally assigned through that role to the new role holder.

Common scenarios this solves:

You can now add additional subtasks to any task, separate from the original template subtasks. Changes only affect that one task - no other current tasks or future tasks are affected.

Note: Non-admins can only edit tasks created or assigned to themselves.

Notes now maintain a full version history accessible via the History tab on any note. Browse previous versions by date and author, and restore any of them with one click.

Before restoring, the current content is automatically saved as a new version - so nothing is ever overwritten without a record.