Workflow
Learn everything you need to know to streamline your team's workflow
Overview: Work 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 Work TasksTo 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: 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: Visual BoardsDiscover how to use XBert’s new Workboard 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 Calendar 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.
Due Period BoardThis board helps you manage work items based on their due periods, making it easier to prioritise what’s urgent, what’s due soon, and what can wait.
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: 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.
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 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.
Capacity BarA quick view of your work load and available hours.
Capacity Drill In
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, updating or completing the status, and updating priorities on work items.
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.