Practice Management - Task Management

For all your one off and recurring tasks in your workflow

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47 articles in this collection
Written by Carrie Riessen

Work by Completed Date with the Date Range Selector

For visibility over when your teams tasks are getting completed.
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Written by Carrie Riessen
Updated over a week ago

Update to CONNECT Tasks

For the update to CONNECT Tasks in XBert.
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Written by Carrie Riessen
Updated over a week ago

Overview: Client Notes

For adding client specific information to your tasks
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Written by Carrie Riessen
Updated over a week ago

How To: Create a Task From a Client Note

For making tasks from your Client Notes.
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Written by Carrie Riessen
Updated over a week ago

How To: See All Your Completed Tasks

For and audit trail of everything that has been completed.
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Written by Carrie Riessen
Updated over a week ago

How To: Set a Task Due Date

For setting or changing the Due Date of a task
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Written by Carrie Riessen
Updated over a week ago

How To: Make Your Note Public

For making a note that your team can see, access and edit.
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Written by Carrie Riessen
Updated over a week ago

How To: Make Your Note Private

For when you want to create a note that no one else can see.
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Written by Carrie Riessen
Updated over a week ago

How To: Favourite a Note

For making client notes favourites and easy to find and filter
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Written by Carrie Riessen
Updated over a week ago

How To: Filter Client Notes

For filtering all your client notes.
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Written by Carrie Riessen
Updated over a week ago

How To: View Notes by Client

For searching and sorting through all the notes against one of your clients
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Written by Carrie Riessen
Updated over a week ago

How To: View a Note by Topic

For searching your notes within a similar topic
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Written by Carrie Riessen
Updated over a week ago

How To: Edit a Note

For updating an existing Client Note.
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Written by Carrie Riessen
Updated over a week ago

How To: Delete a Note

For removing no longer needed client notes from the system.
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Written by Carrie Riessen
Updated over a week ago

How To: Add a New (Client) Note

For creating and adding specific notes for individual clients.
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Written by Carrie Riessen
Updated over a week ago

How To: Add Note Linking Tags (settings)

For tags that link your notes to your tasks.
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Written by Carrie Riessen
Updated over a week ago

How To: Add Note Topics (settings)

For adding a Topic to group your Client Notes together
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Written by Carrie Riessen
Updated over a week ago

Overview: Client Tags

For organising and sorting clients by your own custom Client Tags.
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Written by Carrie Riessen
Updated over a week ago

How To: Change the Assignee of the Schedule

For moving the recurring tasks to another team member.
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Written by Carrie Riessen
Updated over a week ago

How To: Remove Clients from an Existing Schedule

To stop the recurring template tasks being created for a client.
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Written by Carrie Riessen
Updated over a week ago

How To: Turn on and off a Schedule / Change the Status of Schedule

For starting or stopping tasks being created from the template.
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Written by Carrie Riessen
Updated over a week ago

How To: Edit a Schedule

For what you can and can't edit on a schedule.
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Written by Carrie Riessen
Updated over a week ago

How To: Add Clients to an Existing Schedule

For adding more clients to an existing template and schedule.
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Written by Carrie Riessen
Updated over a week ago

How To: Delete a Schedule

For when you want to stop tasks being created from a template.
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Written by Carrie Riessen
Updated over a week ago

How To: Add a Schedule

For the recurring settings of template tasks.
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Written by Carrie Riessen
Updated over a week ago

How To: Link a Client Note to a Template

For linking notes to your tasks
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Written by Carrie Riessen
Updated over a week ago

How To: Delete a Template

For removing a template and the tasks created form it.
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Written by Carrie Riessen
Updated over a week ago

How To: Clone a Template

To make a copy of any existing template
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Written by Carrie Riessen
Updated over a week ago

How To: Create a Template

For all your regular recurring workflow tasks
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Written by Carrie Riessen
Updated over a week ago

How To: Change the order of your Processes

For easily changing the order of your main navigation filter.
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Written by Carrie Riessen
Updated over a week ago

How To: Map XBerts to Your Processes

For keeping XBerts and Tasks aligned
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Written by Carrie Riessen
Updated over a week ago

How To: Remove a Process

For removing an item from your main navigation and filter.
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Written by Carrie Riessen
Updated over a week ago

Overview: Processes

For organising your teams work in the most efficient way possible.
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Written by Carrie Riessen
Updated over a week ago

How To: Email in a Task

For easily forwarding in emails to become tasks.
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Written by Carrie Riessen
Updated over a week ago

How To: Unproritise a Priority task

For moving work from Priority to non-priority.
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Written by Carrie Riessen
Updated over a week ago

How To: See All my Tasks Including my Priorities

For viewing and working through your Tasks.
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Written by Carrie Riessen
Updated over a week ago

How To: Action Priority Tasks

For actioning the items on your Priority Board.
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Written by Carrie Riessen
Updated over a week ago

How To: Manage My Teams' Priorities

For Visibility and Management of your teams priorities.
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Written by Carrie Riessen
Updated over a week ago

How To: Make a Task a Priority

For organising tasks by importance
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Written by Carrie Riessen
Updated over a week ago

How To: Create a Task That is a Priority

When you create a new Task and you want it to be a Priority
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Written by Carrie Riessen
Updated over a week ago

How To: Complete a Task

For updating the status of the Task when you've finished working on it.
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Written by Carrie Riessen
Updated over a week ago

How To: Move a Task to a Different Client

For moving tasks in between clients.
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Written by Carrie Riessen
Updated over a week ago

How To: Add a Comment to a Task

For adding Notes and Mentioning your team members.
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Written by Carrie Riessen
Updated over a week ago

How To: Edit a Task

For editing the content of the Task
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Written by Carrie Riessen
Updated over a week ago

How To: Delete a Task

For permanently deleting a task.
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Written by Carrie Riessen
Updated over a week ago

How To: Create a Task from the Work Board

For when you need to add one off ad-hoc task for yourself or your team member.
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Written by Carrie Riessen
Updated over a week ago

Overview: Tasks

For managing tasks and workflow within XBert.
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Written by Carrie Riessen
Updated over a week ago