Filters give you options to segment the data in XBert in ways that are useful for you.
Filters can be used in addition to the Date Range Selector, the Processes, and the Client Column.
Saved Views sits within Filters and also your header, and allows you to save your filter segment so you can easily apply it in the future or set it to default to that segment at all times.
Quick Filters
These are the one-click filters on your work list or work board's header.
From left to right, they are named:
Saved Views
Date Range Selector
Assigned User
My Items
View XBerts only
View Tasks only
Snoozed
Completed
Overdue
Search
Advanced Filters
This is where you will find the full list of filters you can use to sort your work tasks.
Select the Advanced Filters button on your header.
You will now see all filters for the work data.
Roles are set up on the Client Roles page. When you filter all on a Role, you will see all work for the clients of that role, no matter who they are assigned to.
You can combine these with the Assigned filter. E.g., I want to see the clients that John manages, but only see the work assigned to Jane.
Filter by Assigned Team User to see all the work assigned to a specific user; or multiple users. Combine this with the Date Range Selector and Reporting Period to see, e.g. what Jane has due this week, what has John completed this week?
💡 TIP: Do not select a client role if you want to ensure you see all work assigned to a team user. As other filters might limit the clients that are shown.
4. Client Groups are set up in the settings and applied on the Clients page. This allows you an extra layer for segmenting clients. E.g. Gold, Silver, or Platinum clients.
5. Filter by the Status of your activities - Not Started, In Progress, Completed.
6. Filter by Filters such as - Resolved, Unresolved, Created By Me, Priority, Not Priority, Email Tasks, Extension Tasks. Use these types of filters to find work that matches the type.
7. XBert - filter by XBert type.
8. Template Schedules - filter by which tasks are generated by which template/schedule.
💡 TIPS:
Turn on filters one at a time and check if it answers your query. This way, you build up the filters, knowing it works the way you want. Once you have a filter you always want to use, save it as a view so you never need to do this again.
No Due date is best used on All and Reporting Period, to find all work that has not been allocated a due date.