XBert

Sunniva Andersen

Learn everything you need to know to streamline your team's workflow

Workflow

You can easily sort your work items using the sort selections at the top of the Task List.

How To: Sort the Task List

Discover how to use XBert’s Work Boards to visually manage and group your work items for better visibility and planning.

Overview: Work Boards

Sort your work items to plan, prioritise, and manage tasks more efficiently on your work boards.

Sorting Across Work Boards

Work Board

Use Update Tasks to Match Roles to ensure open tasks follow the current role holder

How To: Update Tasks to Match Roles

Task Management

XBert.io

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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