All CollectionsAutomationXBert AutomationsXBert AutomationsBy Soraya and 2 others3 authors·5 articlesConditions and ActionsCreate XBert rules per client or across your practice!How To: Map XBerts to Your ProcessesFor keeping XBerts and Tasks alignedXBert ConfigurationChange an XBert's settings: which clients it runs for, who it's assigned to, its process, status, due date, priority, auto-complete and risk level, and how to turn it on or…XBert RulesSet XBert to update, assign, snooze or publish XBerts for you when they match the conditions you choose.How To: View Recently Created XBertsEasily view XBerts created over the last 8 weeks.
