Every task a template creates comes from one of its schedules. If you can't see a task you expected, use one of the two ways below to list everything the template has created.
From the template (quickest)
Go to Automation > Templates and open the template.
Click the View Tasks icon at the top right.
Your work list opens, showing every task from all of this template's schedules, with the date range set to All.
To see only one schedule's tasks, open that schedule and click its own View Tasks icon instead.
💡 If the icon is greyed out and says No tasks are linked to this Template, the template has no schedule yet, so it hasn't created any tasks.
From your work list
On your work list or work board, click Advanced Filters (the funnel icon).
Under Template Schedule, select the schedule you want. Search by the template or schedule name, not the task's title, because task titles are often different.
Click Advanced Filters again to close the filters.
⚠️ This keeps your current date range, so tasks outside it won't show. To see everything, set the date range to Created Date > All.
Still can't find it?
Check it isn't completed
Completed tasks are hidden by default. Click the tick icon at the top of your work list to show them.
👉 Read more here: How To: See All Your Completed Tasks
Check it isn't snoozed
Snoozed tasks are hidden until the snooze ends. Click the Snoozed icon (moon with Zs) at the top of your work list to show them.
👉 Read more here: How To: Snooze An XBert or Task
Check the task was created
If nothing shows at all, the schedule may not have created the task yet. For example, it could be turned off, or the client may not be on it.
👉 Read more here: XBert Troubleshooting (see Tasks are not being created)
Need help?
If you have any questions, our support team is here to help!
Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io