Practice Management - Team Management

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

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13 articles in this collection
Written by Soraya Brown and Kue Hall

How To: Invite Team Members

For adding users to your XBert team.
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Written by Soraya Brown
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 Soraya Brown
Updated over a week ago

How to: Use Estimated Time

Flag how long tasks should take and track how much work time each user has allocated.
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Written by Kue Hall
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 Soraya Brown
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 Soraya Brown
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 Soraya Brown
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 Soraya Brown
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 Soraya Brown
Updated over a week ago

How To: Use Filters

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

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

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

How To: Add Your Own Custom Status

For adding additional Statuses and auto-assigning to roles
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Written by Soraya Brown
Updated over a week ago

How To: Remove Team Members

Delete Users From your XBert account.
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Written by Soraya Brown
Updated over a week ago