A one-off task is a single task you create yourself, for ad-hoc work that isn't on a recurring schedule. Build it from scratch, or start from a template to copy its details in. You can assign it to yourself or a team member.
1. Open a new task
On your work list or work board, click Quick Add (the + icon).
Click Add Task.
đĄ Just need a quick note to yourself or a teammate? Use Add Quick Task instead.
đ Read more here: How To: Add a Quick Task
2. Start from a template (optional)
Starting from a template copies its Step Number, Group Name, Title, Description, Process, Subtasks and Attachments into the task.
Click Create from template.
Pick a template from the dropdown.
Choose how to fill the task:
Populate all fields uses everything from the template.
Populate only blank fields keeps anything you've already typed and fills in the rest.
You can change any of the copied details for this task. The template itself isn't changed.
đ Read more here: How To: Create a Template
3. Fill in the task details
Field | What it's for |
Step Number and Group Name | Optional. Split work into steps within a group, for example BAS Step 1 and BAS Step 2. |
Task Title | Required. The name shown on the work list and the task tile. |
Resolve Link | A link to an outside website, opened straight from the task. |
Description | The main text of the task. Format it with the editing tools and add links. |
Subtasks | A checklist inside the task. Click Add to add one, use the Reorder icon to move it and the Bin icon to delete it. Click the i icon to add more information to a subtask. |
Assign | Choose a Role to assign it to whoever holds that role for the client (such as Partner, Manager, Acc / Bkkpr or Client Contact), or a User to assign it straight to a team member.
To assign by role, each client's roles need to be set up first. đ Read more here: How To: Assign Roles |
Client | Pick from the dropdown or search. |
Process | Required. Every task sits under a process. A template fills this in for you. |
Status | Pick a status so the task is easy to find and sort. |
Attachments | Add any files. |
Start Date and Due Date | When the work starts and when it's due. |
Estimated Time | How long you expect it to take, to help you plan. |
Priority | Tick the box to make it a priority task. |
4. Save the task
Click Save.
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The task appears on your work board and work list, where you can find it by date, process or client and open it to work on it.
Need help?
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Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io