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The Client Column
The Client Column

For visibility across the Tasks and XBerts of an individual client

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

You can easily see all the Work items for a single client by using the Client Column. This can be used alongside other filters like Date Range and Processes.

  1. The client column is the second column on the Work Board.

  2. Select the client you want to view by clicking on their name. This will bring up all items, XBerts, and Tasks, assigned to that client in the Work list.

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