Practice Management - Team Management

Inviting your team, assigning work and having clear visibility across your whole team.

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12 articles in this collection
Written by Carrie Riessen

How To: Use Client View to See Work Allocated Across Clients

For seeing the work by client
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Written by Carrie Riessen
Updated over a week ago

How To: See all the Tasks I’ve Created

For easily seeing where the items you created are up to.
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Written by Carrie Riessen
Updated over a week ago

How To: Use Filters

For segmenting your data into useful workable chunks.
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Written by Carrie Riessen
Updated over a week ago

How To: See What is Assigned to a Team Member

For seeing what your team members have on
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Written by Carrie Riessen
Updated over a week ago

How To: Use Team View to See Work Allocation Across Your Team

For full visibility of work allocation across your team.
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Written by Carrie Riessen
Updated over a week ago

How To: Assign Multiple Tasks to a Team Member

For bulk assigning tasks to a team member
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Written by Carrie Riessen
Updated over a week ago

How To: Reassign Multiple XBerts to a Team Member

For moving XBert between team members in bulk
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Written by Carrie Riessen
Updated over a week ago

How To: Assign an Individual XBert to a Team Member

For moving an XBert between team members.
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Written by Carrie Riessen
Updated over a week ago

How To: Assign Roles

For easy assignment and management of your tasks and workflow
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Written by Carrie Riessen
Updated over a week ago

How To: Remove Team Members

For removing team members from your business account
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Written by Carrie Riessen
Updated over a week ago

About: User Permissions - what will my team see?

For permissions and restrictions available within XBert.
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Written by Carrie Riessen
Updated over a week ago

How To: Invite Team Members

For collaboration and workflow within XBert
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Written by Carrie Riessen
Updated over a week ago