What the Task List is
The Task List shows all your work items, both XBerts and tasks, in one list. It covers every team member, process and client.
You'll find it in the left-hand menu under Work > Task List.
💡 Choose your default Work View
In your user settings, Work View Default sets the page that opens when you go to Work. After that, XBert opens the last board or list you used.
👉 Read more here: User Profile & Help
How to navigate the Task List
The page reads from left to right:
Processes menu: pick a process.
Client column: pick a client.
Your work items: the list, narrowed down by what you picked.
Narrowing down your list
1. Processes menu
Every work item sits under a process, such as Payroll, BAS or Email Inbox. The Processes menu is on the left of the page.
Click a process to see only the work items under it.
👉 Read more here: Overview: Processes
2. Client column
The Client column is next to the Processes menu. Click a client's name to see only that client's XBerts and tasks.
To find a client quickly, type their name into Client Search at the top of the column.
The column only lists clients that have work matching your current filters and date range. A new client with no tasks yet won't appear here.
3. Date range
The date range selector at the top sets which work items show. It starts at Start Date > Dynamic > Up to 2 Weeks.
👉 Read more here: How To: Use the Date Range Selector
💡 Use them together
The Processes menu, the Client column and the date range all work together. For example, pick Payroll, then a client, then This Month, to see that client's payroll work for the month.
4. Filters
Next to the date range is a row of icons.
Click an icon to turn it on, and click it again to turn it off.
Icon | Name | What it shows |
Person on a card | My Items | Only work assigned to you |
XBert logo | XBerts Only | Only XBerts, no tasks |
Page with lines | Tasks Only | Only tasks, no XBerts |
Receipt | Receipt Capture Work Only | Only Receipt Capture work items |
Moon with Zs | Snoozed | Only work that's snoozed right now. Snoozed work is hidden until you turn this on |
Tick | Completed | Only completed work |
Warning triangle | Overdue | Only overdue work. A red dot means you have overdue work |
Funnel | Advanced Filters | More filters (see below) |
Magnifying glass | Search | Find work items by typing a client name or title |
You can turn on more than one icon at a time. Snoozed and Completed can't be on together, so turning one on turns the other off.
4.1 Advanced Filters
Click the funnel icon to open the full set of filters. Each filter is its own box:
All and None select or clear every option in that box.
The magnifying glass searches inside the box.
Filter | What it narrows by |
Process | One or more processes |
Client | One or more clients |
Assigned Team User | Work assigned to one or more people in your team. Pick No Assigned User, the last option in the list, for work with no team member assigned. |
Status | One or more of your statuses. The status type shows on the right, such as Todo or In Progress |
Filters | Priority, Not Priority, Overdue, No Due Date, XBerts, Resolved XBerts, Unresolved XBerts, Tasks, Email Tasks and more |
Client Groups | Clients you've grouped together, such as Industry | Construction or Service | BAS Monthly |
Role: [role name] | One box for each client role your firm uses, such as Role: Partner or Role: Manager. Pick a person to see all work for the clients they look after in that role, whoever it's assigned to. Pick No Partner (or No Manager and so on) to find clients with no one in that role |
Assigned Client User | Work assigned to someone at the client. Pick No Assigned User for work not assigned to a client user |
XBert | One or more types of XBert |
Template Schedule | Tasks created by a particular template schedule |
👉 Read more here: Overview: Client Groups
👉 Read more here: Overview: Client Roles
💡 Combine filters
For example, pick John under Role: Manager and Jane under Assigned Team User to see the clients John manages, but only the work assigned to Jane.
💡 Build your filters one at a time
Turn on one filter, check the result, then add the next. Once you have a set you'll use again, save it as a view.
👉 Read more here: How To: Use Saved Views
5. Sort
The sort options sit at the top of the list. Click one to sort by it, and click it again to reverse the order.
Sort | Orders the list by |
Priority | Your priority work first. Click the lightning bolt on an item to make it a priority |
Clients | Client name, A to Z |
Step Number | The step number set on the template. If there are none, by title |
Group | The group name set on the template, so items in the same group sit together |
Progress | How much of the estimated time has been logged. Items with no estimate go last |
Status | Status, in the order your statuses are set up |
Assigned | The person it's assigned to, A to Z |
Start | Start date, earliest first |
Due | Due date, soonest first |
Potential Risk | The dollar value at risk. Items with no risk value are grouped together |
Your work items
Each item in the list shows:
an icon showing whether it's a task or an XBert
the client name, with the process beside it
the title of the task or XBert, in larger text underneath
Click an item to open its full details.
👉 Read more here: Overview: Tasks
👉 Read more here: Overview: XBerts
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