Overview: TasksFor managing tasks and workflow within XBert.
How To: Create a Task or Template Task from the Work BoardFor when you need to add a one-off or ad-hoc task for yourself or your 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 task
How 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 board