Welcome to your XBert Task List - your central hub for managing XBerts and tasks across your entire team.
Whether you’re overseeing multiple clients, coordinating with team members, or tracking essential processes, the Task List is designed to keep everything organised and accessible in one place.
In this guide, you'll learn how to make the most of the Task List to streamline your workflow.
Let’s dive in!
Navigate to the Task List by selecting it from the main menu on the left.
The best place to start segmenting your data is with one of the main filters.
1. Date Range
Select a date range to show all activities due within that date range.
It is set to Start Date > Dynamic > Up to 2 Weeks by default, but you can also select to view by Today, This Week, This Month, etc., for your convenience.
2. Process Column
All your activities will be filed under a Process, set these up to align with your internal processes so you can easily focus on one at a time, e.g. Payroll, BAS or Bookkeeping, etc.
3. Client Column
To work through a single client at a time, you can select from the Client Column and see all the activities related to that client.
You can use the Client Search bar at the top of the column to search for a client by name.
💡 TIP: Customising your process list allows you to focus on what matters most!