XBert

You can easily link your Client Notes to your Clients Tasks via Templates with Note Link Tags.

Note Link Tags Link your Note to your Templates. Notes can be linked with your Templates or to a Subtask within your Template.

Go to the panel menu located on the top right of the CONNECT Portal.

From the menu on the left, select Note Link Tags.

Create a new Note Link Tag, type the name of the tag into the top field and press the + icon.

Edit a Note Link Tag by clicking on the text box, make your changes and your changes will be saved automatically.

Reorder the Note Linking Tag, this will reorder the structure of your labels.

Delete a Note Linking Tag by selecting the Bin icon.

1. Go to the panel menu located on the top right of the CONNECT Portal.
 
 
 
2. Select Settings. ​ ​
 
 
3. From the menu on the left, select Note Link Tags. 
 
 
 
4. Create a new Note Link Tag, type the name of the tag into the top field and press the + icon.
 
 
 
5. Edit a Note Link Tag by clicking on the text box, make your changes and your changes will be saved automatically.
 
 
 
6. Reorder the Note Linking Tag, this will reorder the structure of your labels. 
 
 
 
7. Delete a Note Linking Tag by selecting the Bin icon.

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<a href="https://support.xbert.io/en/articles/5521407-how-to-create-a-template">How To: Create a Template</a>

<a href="https://support.xbert.io/en/articles/5521434-how-to-add-a-schedule">How To: Add a Schedule</a>

<a href="https://support.xbert.io/en/articles/8064499-how-to-add-workflow-only-clients">How To: Add a non-connected software client</a> ​

- <a href="https://support.xbert.io/en/articles/5521407-how-to-create-a-template">How To: Create a Template</a>
- <a href="https://support.xbert.io/en/articles/5521434-how-to-add-a-schedule">How To: Add a Schedule</a>
- <a href="https://support.xbert.io/en/articles/8064499-how-to-add-workflow-only-clients">How To: Add a non-connected software client</a> ​

What's Next?