Workflow
Learn everything you need to know to streamline your team's workflow
By Soraya and 4 others5 authors71 articles
- Overview: Task ListSee all the Alerts and Task Activities, for all Team Members, Processes and Clients in the one place.
- How To: View Only Tasks Or XBertsEasily view only Tasks or XBerts on your work list or work board.
- How To: Search the Work TasksTo order your Work Items by client name or item name.
- Processes MenuFor easily working through tasks one process at a time, it can also be used along with the Date Range and the Client Column.
- The Client ColumnFor visibility across the Tasks and XBerts of an individual client
- How To: Use the Date Range SelectorTo see all your work items within a specific date range.
- Work by Due Date with the Date Range SelectorFor sorting and working through all your tasks by Due Date.
- How To: Use Saved ViewsFor setting and saving your filters for quick access.
- How To: Sort the Task ListYou can easily sort your work items using the sort selections at the top of the Task List.
- Work by Completed Date with the Date Range SelectorFor visibility over when your teams tasks are getting completed.
- How To: Use FiltersFor segmenting your data into useful workable chunks.
- How To: View XBert ActivityFor a summary within XBert of all your activity and alerts
- How to: Create Shared ViewsCreating a Saved view that your team members can access too
- 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.
- Overview: Work BoardsDiscover how to use XBert’s Work Boards to visually manage and group your work items for better visibility and planning.
- Client Intelligence
- Time Flow BoardThe default view for your work boards - a smarter, calmer way to manage your week.
- Weekly BoardView week by week work items.
- Status BoardThis board helps you track the progress of your work items according to their current status.
- Assigned BoardThis board helps you view and manage work items based on who they’re assigned to.
- Process BoardThis board helps you organise and track work items based on their process or workflow stage.
- Time Flow BenefitsWhy the Time Flow helps keep your work flow in order
- Sorting Across Work BoardsSort your work items to plan, prioritise, and manage tasks more efficiently on your work boards.
- 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.
- How To: Create a Priority TaskFor creating a prioritised task.
- 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 MembersFor adding users to your XBert team.
- How To: Remove Team MembersDelete Users from your XBert account.
- Using Team Overview to See Work Allocation Across Your TeamFor full visibility of work allocation across your team.
- 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 PermissionsUnderstanding your team's client access permissions and how to edit a user's access.
- 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
- Activating the Actual Time & Capacity FeatureFor tracking time and integrating time with XPM, plus turning on the Capacity Management feature.
- 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 XBertFor documenting your working hours.
- 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.