By Jhanav and 2 others3 authors6 articles
Conditions and ActionsCreate XBert rules per client or across your practice!
How To: Map XBerts to Your ProcessesFor keeping XBerts and Tasks aligned
XBert ConfigurationConfigure your XBert Default Settings
XBert Rules
How to: View Created Tasks from a TemplateEasily view Tasks created by a Template's schedule/s.
How To: View Recently Created XBertsEasily view XBerts created over the last 8 weeks.