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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 this week

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 1 Month.

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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