XBert

Marsha Galicia

Aaron Wittman

Soraya Brown

Learn everything about workflow and AI data quality automation

Work

Learn everything you need to know to streamline your team's workflow

Workflow

See all the Alerts and Task Activities, for all Team Members, Processes and Clients in the one place.

Overview: Work List

Easily view only Tasks or XBerts on your work list or work board.

How To: View Only Tasks Or XBerts

To order your Work Items by client name or item name.

How To: Search the Work Tasks

For easily working through tasks one process at a time, it can also be used along with the Date Range and the Client Column.

Processes Menu

For visibility across the Tasks and XBerts of an individual client

The Client Column

To see all your work items within a specific date range.

How To: Use the Date Range Selector

For sorting and working through all your tasks by Due Date.

Work by Due Date with the Date Range Selector

For setting and saving your filters for quick access.

How To: Use Saved Views

To order your Work Items by priority, client name, step number, or group.

How To: Sort the Work Tasks

For visibility over when your teams tasks are getting completed.

Work by Completed Date with the Date Range Selector

For segmenting your data into useful workable chunks.

How To: Use Filters

For a summary within XBert of all your activity and alerts

How To: View XBert Activity

Creating a Saved view that your team members can access too

How to: Create Shared Views

For full visibility of work allocation across your clients.

Overview: Client Overview

View the tasks you have logged actual time to and export the data.

Overview: Actual Time

Discover how to use XBert’s new Workboard to visually manage and group your work items for better visibility and planning.

Overview: Visual Boards

Client Intelligence

The default view for your work boards - a smarter, calmer way to manage your week.

Time Flow Board

Weekly Board

This board helps you track the progress of your work items according to their current status.

Status Board

This board helps you view and manage work items based on who they’re assigned to.

Assigned Board

This board helps you organise and track work items based on their process or workflow stage.

Process Board

Why the Time Flow helps keep your work flow in order

Time Flow Benefits

Sort your work items to plan, prioritise, and manage tasks more efficiently on your work boards.

Sorting Across Work Boards

Work Board

For managing tasks and workflow within XBert.

Overview: Tasks

For when you need to add a one-off or ad-hoc task for yourself or your team member.

How To: Create a Task or Template Task

How To: Delete a Task

For editing the content of the Task or adding template fields.

How To: Edit a Task

For easy visibility of where your Task is up to.

How To: Update the Status of a Task

For setting or changing the Due Date of a task

How To: Set a Task or XBert Due Date

How To: Move an Email Task to a Different Client

For updating the status of the Task when you've finished working on it.

How To: Complete a Task

For an audit trail of everything that has been completed.

How To: See All Your Completed Tasks

For easily seeing where the items you created are up to.

How To: See All the Tasks You’ve Created

For adding Notes and Mentioning your team members.

How To: Comment on a Task

For temporarily removing an XBert off your work tasks

How To: Snooze An XBert or Task

Learn how to create a quick task and understand its limitations.

How To: Add a Quick Task

How To: Change a Task's Start Date

Use Additional Subtasks to include extra work in a task

How To: Add Additional Subtasks to a Task

Use Update Tasks to Match Roles to ensure open tasks follow the current role holder

How To: Update Tasks to Match Roles

AI Support

Task Management

How To: Create a Priority Task

For Visibility, Ordering and Actioning Priority Tasks.

Overview: Priority Board

How To: Prioritise a Task

For Visibility and Management of your team's priorities.

Managing Your Team's Priorities

For actioning the items on your Priority Board.

How To: Action Priority Tasks

For moving prioritised work from Priority to a normal task.

How To: Deproritise a Priority Task

Priority Board

How To: Invite Team Members

How To: Remove Team Members

For moving XBerts and Tasks between team members.

Assigning Individual XBerts or Tasks to a Team Member

For moving XBerts or Tasks between team members in bulk.

Assigning Multiple XBerts or Tasks to a Team Member

For full visibility of work allocation across your team.

Using Team Overview to See Work Allocation Across Your Team

For seeing what tasks are assigned to your team members.

Seeing What's Assigned to a Team Member

For permissions and restrictions available within XBert.

About: User Permissions - what will my team see?

Understanding your team's client access permissions and how to edit a user's access.

Invited Users' Client Access Permissions

Users can now customise their roles according to their requirements.

How To: Add Custom Roles

To monitor your team's and clients' activity on XBert.

Monitoring User Login Activity

For easy assignment and management of your tasks and workflow

How To: Assign Roles

Managing Team Members

For tracking time and integrating time with XPM, plus turning on the Capacity Management feature.

Activating the Actual Time & Capacity Feature

Flag how long tasks should take and track how much work time each user has allocated.

How To: Use Estimated Time

Benefits of Using Actual Time and Estimated with XBert for Your Practice

Actual Time Report

How to View Actual Time Recorded (Billable Hours Per Client)

Viewing Actual Time Recorded (Billable Hours Per Client)

For easily viewing changes in your clients' files in Xero

Tracking Activity in Your Xero Client Files

How To: Commit Actual Time on a Task or XBert

For setting up a view to easily review your previous time entries.

How To: View Previous Time Entries

Capacity Drill In

Time Tracking

For notifications within Xero and for making tasks from websites.

How To: Use the XBert Browser Extension

Bulk action or update any work item, XBert, template, schedule or client group.

Bulk Changes

For easily forwarding in emails to become tasks or notes.

How To: Email in a Task or a Note

For adding additional Statuses and auto-assigning to roles

How To: Add Your Custom Statuses

For adding additional information to email tasks.

How To: Update an Email Task

For adding email threads to XBerts or tasks.

How To: Link an Email to an XBert or Task

Other Workflow Features

Use Bulk Actions to mark XBerts as Complete and remove them from your Work board.

How to: Bulk Action XBerts as Complete

How XBert checks the Business Registration Number for registration

Business Registration Number and GST/VAT XBerts

So your team can focus on new and existing XBerts each month.

How To: See What XBerts are Due This Month

To help you understand and resolve XBert alerts.

Overview: XBerts

For exploring and resolving the issue that have been found.

How To: Resolve an XBert

What is Auto Resolve and how do I use the Auto-Resolve function?

Auto-Resolve

Allowing users to manually resolve XBerts if we are not able to auto-resolve this issue due to restrictions that don't let us achieve this.

Overview: Resolve

For updating the status of the XBert when you've finished working on it.

How To: Complete an XBert

For easy visibility of where your XBert is up to.

How To: Update the Status of an XBert

For moving an XBert on the Work board to another Process.

How To: Move an XBert to Another Process

View completed XBerts to see an audit trail of everything that has been completed

How to: See Completed XBerts

Practice XBerts

How To: Edit the Due Date of an XBert

For connecting Xero, MYOB and QuickBooks files to XBert for auditing.

Sync Your Accounting Software Files

Let XBert's AI data quality feature find issues and help you resolve them

Expert Business Alerts (XBerts)

Making Rules to maximise your email task efficiency on Microsoft Outlook.

Using Microsoft Outlook to Send Emails into XBert as Tasks Automatically

How do outages in Xero or Xero Practice Manager (XPM) impact time entries in XBert, and what are the workarounds?

Easily export work items from your work list or work board.

Export Work Items

Work Best Practices

XBert.io

Find answers and get help from Intercom Support and Community Experts

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