Work View
By Soraya and 3 others4 authors24 articles
- Overview: Task ListSee 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 list or work board.
- How To: Search the Work TasksTo 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.
- How To: Sort the Task ListYou can easily sort your work items using the sort selections at the top of the Task List.
- 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: Actual TimeView the tasks you have logged actual time to and export the data.
- Overview: Work BoardsDiscover how to use XBert’s Work Boards to visually manage and group your work items for better visibility and planning.
- Client Intelligence
- Time Flow BoardThe default view for your work boards - a smarter, calmer way to manage your week.
- Weekly BoardView week by week work items.
- Status BoardThis board helps you track the progress of your work items according to their current status.
- Assigned BoardThis board helps you view and manage work items based on who they’re assigned to.
- Process BoardThis board helps you organise and track work items based on their process or workflow stage.
- Time Flow BenefitsWhy the Time Flow helps keep your work flow in order
- Sorting Across Work BoardsSort your work items to plan, prioritise, and manage tasks more efficiently on your work boards.