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Assigning an Email Task to a Client
Assigning an Email Task to a Client

For your clients to complete tasks within XBert.

Soraya Brown avatar
Written by Soraya Brown
Updated over a week ago

You can easily assign Tasks and XBerts to Clients that are invited into an XBert Client Console.

  1. Create a Task from your Work board - When you have selected the Client, you will then have the option to assign the task to any of your Client Users.


  1. Select an existing task from your Work Items list.


  2. Using the Assign function from the actions bar, select the Client User from the list.

The assigned Client User for the chosen Task will now show on your Work board.

It will also be shown on the detailed tile when working on a Task.

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