Welcome to your XBert Work 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 Work List is designed to keep everything organized and accessible in one place.
With just a few clicks, you can easily navigate activities by date range, process, or client, helping you stay organized and efficient. In this guide, you'll learn how to make the most of the Work List to streamline your workflow. Let’s dive in!
Navigate to the Work List by selecting it from the main header.
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 1 Month 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!