Templates in XBert allow you to manage your recurring tasks by creating a set of instructions that can be reused.
Adding a Schedule enables you to apply these Templates to any client at a recurring frequency, making it easy to manage tasks across your client base.
To create a Template, go to the Automation Page and select 'Add Template' on the right.
From the main page, you can also filter and manage all your existing schedules.
The Template details field will open up.
Template Information is across the top which shows the created / last modified information.
Step Number - If you have a task that you need to split across multiple steps, this will partner with the Group Name and show up as e.g. BAS Step 1 and BAS Step 2.
This is useful if you want the tasks to be created at the same time, but have different steps. These are both OPTIONAL.
Task Title is required and will be the name that displays on the Work items and the task tiles.
You can also use title tokens to create dynamic titles on your tasks.
Resolve Link - You can link to a website. The link will be the same on every task. If you want links that are specific for clients, then add Notes.
The Description will appear on all tasks as an overall description. Enter it in the text editor field, you can format using the editing tools as well as adding links in this section.
Subtasks will appear as tickable checkboxes within the task. Select Add to add a new subtask and enter the name. Use the Bin icon to delete.
Subtasks can include Additional Information. Select i to open the field, enter your additional information, and then close.
Subtasks can link to a Note, select the Note icon and then select a Note Link Tag from the list.
Processes - All templates must sit under one of the existing processes, select a process from the drop-down list.
Status - All templates must have a status added to them, this will be the default status the tasks will have. Select a status from the drop-down list.
Note Link Tag - If you have already set this up for your template, you can select it from the drop-down list.
Add Attachments by selecting the Add button, Dragging and dropping, or Pasting into the attachments field. Delete the attachment using the Bin icon, Download the attachments using the download image. Note: attachments will appear on all tasks.
Estimated time - You can add estimated time for all tasks linked to the template.
Mark as priority - marks tasks as prioritised as soon as they're generated.
Save your template.
Your Templates will all appear on the Templates Page and can be found under their respective Processes.