Assign tasks and collaborate effortlessly with your clients
By Soraya and 1 other2 authors12 articles
How To: Assign RolesFor easy assignment and management of your tasks and workflow
Inviting Your Clients to Your XBert Client ConsoleHow to invite your clients, user permissions and settings
How To: Use Client View to See Work Allocated Across ClientsFor seeing the work by client
Client Communication via the Client ConsoleFor communicating with your client via XBert
Setting Up the Client Contact RoleFor recurring tasks to be easily set to your clients.
How To: Manage Client User XBert and Task VisibilityFor selecting what you want the client to have visibility of when using XBert.
How To: Assign a Recurring Task to a ClientFor setting recurring tasks that are assigned to the client user.
Client Console ReportsFor quick visibility to the overall health and status of the clients file.
How To: Access a Client ConsoleFor accessing an individual client's key database information
Overview: The Client ConsoleFor each client there is an individual client console
Overview: Client GroupsFor organising and sorting clients by your own custom Client Group.
Client RolesWhere is everyone?