Task Management
By Marsha and 3 others4 authors17 articles
- Overview: TasksFor managing tasks and workflow within XBert.
- How To: Create a Task or Template TaskFor 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 tasks
- How To: Add a Quick TaskLearn how to create a quick task and understand its limitations.
- How To: Change a Task's Start Date
- How To: Add Additional Subtasks to a TaskUse Additional Subtasks to include extra work in a task
- How To: Update Tasks to Match RolesUse Update Tasks to Match Roles to ensure open tasks follow the current role holder
- How 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.