Overview: Work BoardSee all the Alerts and Task Activities, for all Team Members, Processes and Clients in the one place.
How To: View Only Tasks Or XBertsEasily view only Tasks or XBerts on your Work board.
How To: Search the Work listTo order your Work Items by client name or item name.
Processes MenuFor easily working through tasks one process at a time, it can also be used along with the Date Range and the Client Column.
The Client ColumnFor visibility across the Tasks and XBerts of an individual client
How To: Use the Date Range SelectorTo see all your work items within a specific date range.
Work by Due Date with the Date Range SelectorFor sorting and working through all your tasks by Due Date.
How To: Use Saved ViewsFor setting and saving your filters for quick access.
Working in List ViewTo see a summary of all your items and select which you want to see more details on.
How To: Sort the Work listTo order your Work Items by priority, client name, step number, or group.
Work by Completed Date with the Date Range SelectorFor visibility over when your teams tasks are getting completed.
How To: Use FiltersFor segmenting your data into useful workable chunks.
How To: View XBert ActivityFor a summary within XBert of all your activity and alerts
How to: Create Shared ViewsCreating a Saved view that your team members can access too
Overview: Client OverviewFor full visibility of work allocation across your clients.
Overview: Work Actual TimeView the tasks you have logged actual time to and export the data.