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Custom XBert Frequency & How It Works

For setting up when your Custom XBerts appear on your work board.

Marsha Galicia avatar
Written by Marsha Galicia
Updated over 10 months ago

You can set up an Alert Type or frequency for your Custom XBerts. Doing this will help you understand when they appear on your work board.

When creating a new Custom XBert, you'll see Alert Type under Advanced in XBert Configuration.

You'll see two main options, Data and Task.

  1. Data means - it will run each day during normal sync cycles.

  2. Under Task, there are multiple options.

    It's important to note that - all XBerts are created to avoid Weekends.

    If the alert type is set to Task, you cannot enable auto-complete.

  • Daily - Creates an XBert for today's date plus 4 additional XBerts avoiding weekends. This option always creates the 4 XBerts in advance.

  • Weekly - Creates an XBert for the Monday of the current week, plus 3 additional weeks of XBerts are created on subsequent Mondays.

  • Fortnightly - Creates an XBert for the Monday of the current week.

    Otherwise, it creates an XBert for the next week. We also create 2 additional fortnights, always on Mondays.

  • Monthly - Creates an XBert on the first day of the current month + the first day of the next month. It always creates an additional 1 additional XBert in advance.

  • Quarterly - Dates are set on the current year's January 01, April 01, July 01, and October 01.

    It analyses the current date to determine the current Quarter and creates 4 quarters. Upon moving into the next quarter, another XBert will be created for the consecutive next quarter. That means there will always be 3 XBerts for 3 quarters created in advance.

  • Yearly - Creates an XBert on the first day of the next year.

πŸ’‘ NOTE: Once you've set up the Alert Type on a Custom XBert, it can't be changed.

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