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How To: View Only Tasks Or XBerts
How To: View Only Tasks Or XBerts

Easily view only Tasks or XBerts on your Work board.

Soraya Brown avatar
Written by Soraya Brown
Updated over 2 months ago

Save time working through your items by choosing to view only XBerts or Tasks.
By default, this setting will be set to view ALL XBerts and Tasks.

You might want to start by selecting a Date Range, Process and/or Client.

Then use the XBert, Tasks, My Items, Snoozed, Completed, and Overdue selections.

1. To view only XBerts, select the View XBerts Only button

2. To view only Tasks, select the View Tasks Only button

3. You can also select My Items. This will show you all Tasks or XBerts assigned to you.

4. Snoozed

5. Completed

6. Overdue


๐Ÿ’ก NOTE: Remember to unclick the icons you've selected to avoid confusion and multi-selection if it's not intentional.


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