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Automation
Boost your team's efficiency with templates and automation
Bookkeeping Standard Processes with XBert Workflow TemplatesAsk for our process aligned templates to be added to your account
How To: Create a TemplateFor all your regular recurring workflow tasks
How To: Delete a TemplateFor removing a template and the tasks created form it.
How To: Clone a TemplateTo make a copy of any existing template
Using Date Tokens in Template TitlesHow to create dynamic template task titles by using our date tokens feature.
Schedule
Turn your templates into recurring tasks by scheduling
Video: Templates & SchedulesFind out how you can make your workflow simple and easy to track for any client at any time, using XBert's Templates and Schedules.
How To: Add a ScheduleFor the recurring settings of template tasks.
How To: Edit a ScheduleFor what you can and can't edit on a schedule.
How To: Change the Assignee of the ScheduleFor moving the recurring tasks to another team member.
How To: Turn a Schedule On or OffFor starting or stopping tasks being created from the template.
Adjusting an Existing Schedule and Changing the Start DateThe benefits and issues of adjusting existing schedule dates
How To: Delete a ScheduleFor when you want to stop tasks being created from a template.
How To: Add Clients to an Existing ScheduleFor adding more clients to an existing template and schedule.
How To: Remove Clients from an Existing ScheduleTo stop the recurring template tasks being created for a client.
Overview: ProcessesFor organising your teams work in the most efficient way possible.
How To: Add a ProcessFor adding an item to your main menu navigation and filter
How To: Create Custom ProcessesFor users who want to edit the default processes
How To: Change the Order of Your ProcessesFor easily changing the order of your main navigation filter.
How To: Remove a ProcessFor removing an item from your main navigation and filter.