XBert Configuration
XBert Configuration allows you to set the default values for when an XBert is generated.
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