All CollectionsWorkflow FoundationsWorkTask ManagementTask ManagementBy Marsha and 3 others4 authors·18 articlesOverview: TasksFor managing tasks and workflow within XBert.How To: Create a One-Off TaskCreate a one-off task from scratch or from a template, and assign it to yourself or a team member.How To: Delete a TaskFor permanently deleting a task.How To: Edit a TaskFor editing the content of the Task or adding template fields.How To: Update the Status of a TaskFor easy visibility of where your Task is up to.How To: Set a Task or XBert Due DateFor setting or changing the Due Date of a taskHow To: Move an Email Task to a Different ClientFor moving tasks in between clients.How To: Complete a TaskFor updating the status of the Task when you've finished working on it.How To: See All Your Completed TasksFor an audit trail of everything that has been completed.How To: See All the Tasks You’ve CreatedFor easily seeing where the items you created are up to.How To: Comment on a TaskFor adding Notes and Mentioning your team members.How To: Snooze An XBert or TaskFor temporarily removing an XBert off your work tasksHow To: Add a Quick TaskLearn how to create a quick task and understand its limitations.How To: Change a Task's Start DateHow To: Add Additional Subtasks to a TaskUse Additional Subtasks to include extra work in a taskHow To: Update Tasks to Match RolesUse Update Tasks to Match Roles to ensure open tasks follow the current role holderHow To: Assign or Reassign an XBert or TaskAssign or reassign work items to a team member or a client user, either one at a time or several at once in bulk.Client Intelligence
