What the date range selector does
The date range selector sets which work items you see. It filters them by a date, such as the start date or due date, and a period, such as this week or this month.
You'll find it at the top of:
the Task List
the Work Boards
Team Overview
Client Overview
⚠️ On the Time Flow Board
The date range is fixed at Start Date > Dynamic > Up to 2 Weeks, and the selector is greyed out.
How to change the date range
1. Pick a date
Use the dropdown on the left to choose which date the filter looks at.
Date | Shows work items by |
Start Date | When the work starts |
Created Date | When the work item was created |
Work Due | When the work is due |
Completed Date | When the work was completed |
⚠️ Work Due leaves some work out
Work items without a due date aren't included when you filter by Work Due. These are usually XBerts and tasks emailed in.
💡 Completed Date
Picking Completed Date turns on the Completed icon at the top and shows everything completed in the period you pick. For example, Completed Date with Day shows the work completed today.
2. Pick a period
Use the dropdown on the right to choose the period: All, Day, Week, Month, Quarter, Year, Financial Quarter, Financial Year, Dynamic or Custom.
Dynamic periods, such as Up to 2 Weeks, move forward with today's date, so you don't need to change them each day.
Custom lets you pick your own start and end dates.
💡 Use a Dynamic period in saved views
When you save a view, we recommend a Dynamic period, such as Up to 2 Weeks. A Dynamic period moves forward with today's date, so the view always shows your current work, whenever you open it.
A Custom period stays on the dates you picked. A view saved with a Custom period will keep showing those same dates, and your newer work won't appear.
👉 Read more here: How To: Use Saved Views
What the colours mean
The selector shows a coloured light so you can tell at a glance whether anything needs action:
Green: everything is up to date.
Red: some work items need action.
Need help?
If you have any questions, our support team is here to help!
Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io