Learn everything you need to know to streamline your team's workflow
Overview: Work BoardSee 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 board.
How To: Search the Work listTo 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.
Video: Date Range SelectorWatch and learn how to view data by date range
Working in List ViewTo see a summary of all your items and select which you want to see more details on.
How To: Sort the Work listTo order your Work Items by priority, client name, step number, or group.
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: 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
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: Deproritise 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.
Assigning Individual XBerts or Tasks to a Team MemberFor moving XBerts and Tasks between team members.
Assigning Multiple XBerts or Tasks to a Team MemberFor moving XBerts or Tasks between team members in bulk.
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.
Activating the Actual Time FeatureFor tracking time and integrating time with XPM.
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 with XBert for Your Practice
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.
How To: Use the XBert Browser ExtensionFor notifications within Xero and for making tasks from websites.
Bulk ChangesBulk actions include due dates, assigning to users and updating or completing the status.
How To: Email in a TaskFor easily forwarding in emails to become tasks.
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.