XBert Configuration
XBert Configuration allows you to set the default values for when an XBert is generated.
Clients
If you want the XBert to be generated for all or selected clients only.
Subtasks
You can add subtasks to list the tasks you need to do to resolve it.
Process
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.
Estimated Time
Due Date
A relative due date based on when the XBert was generated.
Priority
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.