XBert has Templates that create ongoing recurring tasks for your Clients. When you need further information relating to a specific client, you can use Notes to add this via the Template Tasks.
Note Topics
A way of grouping similar Notes within the same Topic.
On the Notes page, your Topics are listed on the left-hand side; this is the main page navigation.
Note Link Tags
Link your Note to your Templates. Notes can be linked to a Template or a Subtask within a Template.
Following the simple steps outlined below, we'll show you how to set up your Note Topics and Note Link Tags. Then, add a Note and link it to a Template.
To start creating the Note Topics and Note Link Tags, go to Settings by hovering over the gear icon in the bottom left corner above your profile picture.
Select Note Topics. This will be like a filing structure for your Notes, this could match your Processes or be different.
To create a new Note Topic, type the name of the tag into the top field and press the + icon.
After you have created and structured your Note Topics, set up your Note Link Tags. These link your notes to your Templates. Create, Edit, Delete and Reorder the same as Note Topics above.
Once you have added your Note Topics and Note Link Tags, you can start adding Notes.
Go to the Notes page and click on 'Add Note'.
To the left of the note, select whether it’s a Draft, Published, Private, or Public.
Draft
Visible to everyone, but isn’t finalised.
Published
Let your team know it’s complete.
Private
Only visible to you.
Public
Accessible to all team members.
Then select the Client, Topic, and Note Link Tag for your note. This will link your note directly to the client’s task or template, ensuring all relevant information is accessible.
Complete the Title, Contents, and any Attachments for the Note.
Once you have your Notes in the Note Topics with Note Linking Tags, we can link to Templates.
When creating a Template, you can link a Note to a Template or a Subtask within a Template.
