Work
Manage your team's day-to-day work: tasks, priorities, team members, time tracking, and the Task List and work boards you work from.
By Soraya and 4 others5 authors56 articles
Work View
See and organise your work: the Task List, the work boards, Time Flow, Client Overview and Actual Time, plus filters, saved views and date ranges.
- Overview: Task ListSee all your XBerts and tasks in one list, and narrow it down by process, client and date.
- Overview: Work BoardsSee your work as columns on five boards: by day, by week, by status, by person or by process. Drag work items to update them.
- Overview: Time Flow Board BenefitsWhy the Time Flow Board works the way it does, and how to use it to plan days you can actually get through.
- Overview: Client OverviewFor full visibility of work allocation across your clients.
- Overview: Actual TimeView the tasks you have logged actual time to and export the data.
- How To: Use the Date Range SelectorChoose which date your work items are filtered by, and the period you want to see.
- How To: Use Saved ViewsFor setting and saving your filters for quick access.
- How to: Create Shared ViewsCreating a Saved view that your team members can access too
- Overview: 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 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.
- Client Intelligence
- Overview: Priority BoardFor Visibility, Ordering and Actioning Priority Tasks.
- How To: Prioritise a TaskFor organising tasks by importance
- Managing Your Team's PrioritiesFor Visibility and Management of your team's priorities.
- How To: Action Priority TasksFor actioning the items on your Priority Board.
- How To: Deprioritise a Priority TaskFor moving prioritised work from Priority to a normal task.
- How To: Invite Team MembersInvite your staff to XBert, choose what they can see, and send their invitation.
- How To: Remove Team MembersDelete Users from your XBert account.
- Using Team Overview to See Work Allocation Across Your TeamSee how much work each team member has in each process, what's overdue or completed, how full their capacity is, and export it to Excel.
- Seeing What's Assigned to a Team MemberFor seeing what tasks are assigned to your team members.
- About: User Permissions - what will my team see?For permissions and restrictions available within XBert.
- Invited Users' Client Access PermissionsChoose which clients each team member can see and work on in XBert, and how Xero access fits in.
- How To: Add Custom RolesUsers can now customise their roles according to their requirements.
- Monitoring User Login ActivityTo monitor your team's and clients' activity on XBert.
- How To: Assign RolesFor easy assignment and management of your tasks and workflow
- How To: Activate the Actual Time & Capacity FeatureTurn on Actual Time to record your team's time, choose how start and end times go to XPM, and turn on Capacity.
- How To: Use Estimated TimeFlag how long tasks should take and track how much work time each user has allocated.
- Benefits of Using Actual Time and Estimated Time in XBert
- Actual Time Report
- Viewing Actual Time Recorded (Billable Hours Per Client)How to View Actual Time Recorded (Billable Hours Per Client)
- Tracking Activity in Your Xero Client FilesFor easily viewing changes in your clients' files in Xero
- How To: Commit Actual Time on a Task or XBertRecord time on a task or XBert from the task itself or the timer, set it as billable or non-billable, and what to do when a task, internal time task…
- How To: View Previous Time EntriesFor setting up a view to easily review your previous time entries.
- Capacity Drill In
- How To: Use the XBert Browser ExtensionFor notifications within Xero and for making tasks from websites.
- Overview: Bulk ActionsUpdate the due date, assignee, status or priority on many work items at once, and where else bulk actions are available.
- How To: Email in a Task or a NoteFor easily forwarding in emails to become tasks or notes.
- How To: Add Your Custom StatusesFor adding additional Statuses and auto-assigning to roles
- How To: Update an Email TaskFor adding additional information to email tasks.
- How To: Link an Email to an XBert or TaskFor adding email threads to XBerts or tasks.
- How To: View XBert ActivityFor a summary within XBert of all your activity and alerts