Easily bulk assign / reassign multiple XBerts to your team members so they can be actioned.
When you’ve added your team members you can start assigning XBerts to them. To assign multiple XBerts, you can filter down to the XBerts you want, then select Actions and Update Assigned user, select the items to assign, select the user and go.
1. Ensure your Work Board is showing XBerts only and choose which Reporting Period the XBerts you would like to assign/reassign are in.
I.e the image below shows XBerts in the reporting period of September
2. Select the Actions button on the Work Board.
3. Select Update Assigned User from the drop-down Actions button.
4. Select and which XBerts you would like to assign/reassign to a team member.
5. Select NEXT and then select the team member you would like to assign the chosen XBerts to and SAVE.
The chosen XBerts will now be assigned to the chosen user.