XBert Configuration
XBert Configuration allows you to set the default values for when an XBert is generated.
To edit an XBert's configuration, click on the XBert you want to edit and you'll be redirected to its configuration page.
Clients
If you want the XBert to be generated for all or only selected clients.
Subtasks
You can add subtasks to list the tasks you need to do to resolve it.
Process
This is where the XBert will get generated under.
Status
If you want to “disable” an XBert, you can choose a Completed status, so it will be automatically completed.
Role
This will automatically assign the person in the selected role for the client the XBert generated for.
Assigning tasks to the right role ensures that the right person resolves the issues efficiently.
Estimated Time
Set the estimated time allotted for the XBert.
Due Date
A relative due date based on when the XBert was generated.
By setting clear due dates, you will know exactly when an XBert needs to be completed, minimising delays, risks or unresolved issues.
Priority
You can mark the XBert as a priority or not.
Autocomplete
Enable this option to automatically complete any XBerts when the underlying data is resolved or is no longer relevant.
Risk Level
High, Medium, Low
Information - this risk level will skip marking the XBerts as completed.
Risk Type
Business Function
This can only be edited if it's a Custom XBert
Alert Type (Custom XBert only)
This is the frequency for your Custom XBerts. Doing this will help you understand when they appear on your work board.