XBert

You can easily create a Task from an existing Client Note.

When you do this the following information from the Client Note will be populated in the Task.

To view all your Client Notes, Note Topics is the first column on the Notes board. You can use this to sort and filter your notes.

The Client Column is the second column, you can also use this to Sort and Filter your Notes by Client.

Click the Template Icon to create a one-off task.

The following information will be auto-populated in the task.

1. Title 
2. Description 
3. Client

Complete the Task details and Save.

1. To view all your Client Notes, Note Topics is the first column on the Notes board. You can use this to sort and filter your notes.
 
 
 
2. The Client Column is the second column, you can also use this to Sort and Filter your Notes by Client.
 
 
 
3. Click the Template Icon to create a one-off task. 
 
 
 
4. The following information will be auto-populated in the task.
 1. Title 
 2. Description 
 3. Client
 
5. Complete the Task details and Save.

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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?