Other Workflow Features
By Marsha and 2 others3 authors6 articles
- How To: Use the XBert Browser ExtensionFor notifications within Xero and for making tasks from websites.
- Overview: Bulk ActionsUpdate the due date, assignee, status or priority on many work items at once, and where else bulk actions are available.
- How To: Email in a Task or a NoteFor easily forwarding in emails to become tasks or notes.
- How To: Add Your Custom StatusesFor adding additional Statuses and auto-assigning to roles
- How To: Update an Email TaskFor adding additional information to email tasks.
- How To: Link an Email to an XBert or TaskFor adding email threads to XBerts or tasks.