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How To: See What XBerts are Due This Month
How To: See What XBerts are Due This Month

So your team can focus on new and existing XBerts each month.

Soraya Brown avatar
Written by Soraya Brown
Updated over a week ago

You can easily see what XBerts are due 'This Month' using the Date Range Selector and the XBerts only filter.

Step 1. The Date Range Selector will by default select All. You can view your XBerts by All, Day, Week, Month, Quarter, Annual, Dynamic and Custom periods. You can manually select the current month by selecting Month from the drop-down selection, and the current month at the time across the date bar.

Step 2. Then select to see only XBerts using the XBerts filter.

By default, both XBerts and Tasks will appear in your view unless you select the XBerts or Tasks filters.

Icon circled on the left - View XBerts Only

Icon circled on the right - View Tasks Only

Step 3. You will know when you have selected this correctly when the current month is highlighted and the XBerts filter will appear selected and in a different colour to the icons next to them.

Then, only XBerts will be listed and filtered according to the month chosen.


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