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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 2 weeks ago

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

NOTE: If your XBerts do not have a due date, they will be filtered out by the Work Due date range.

Step 1

The Date Range Selector will, by default, select Start Date > Dynamic > Up to 2 Weeks.

Change this to Work Due > Dynamic > This Month.

Step 2

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.

Left icon - View XBerts Only

Right icon - 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 on your header and in a different colour to the icons next to them.

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

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