Removing a client from a schedule stops new tasks being created for that client from now on. The template and the schedule stay as they are for your other clients.
When you remove a client, XBert asks what to do with the tasks that schedule has already created for them. You can delete some or all of them, or keep them.
Remove a client from a schedule
Go to Automation > Templates and click the template.
Click the calendar icon (View Schedules) at the top left of the template.
Click the pencil icon (Edit Schedule) next to the schedule.
In the client list, untick the clients you want to remove. Use Search for Client to find them, or Deselect All to remove every client.
Click Save at the top right.
⚠️ The client list is locked while the schedule is Inactive
Switch the toggle at the top of the schedule to Active to change its clients. When you click Save, the schedule is saved as Active.
👉 Read more here: How To: Turn a Schedule On or Off
Choose what happens to existing tasks
After you click Save, the Remove client from schedule? window opens. Pick one option, then click Save.
Option | What happens |
All tasks, including completed | Deletes every task this schedule created for the client |
All tasks that exist in the future | Deletes tasks that start after today and aren't completed |
All incomplete tasks | Deletes every task that isn't completed, whatever its date |
No tasks - only remove the client(s) from this schedule | Keeps all existing tasks. Only new tasks stop |
Tasks you keep stay on the client's work, but they're no longer linked to the schedule.
👉 Read more here: How To: Add Clients to an Existing Schedule
Need help?
If you have any questions, our support team is here to help!
Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io