Turn your templates into recurring tasks by scheduling
By Soraya and 1 other2 authors9 articles
Video: Templates & SchedulesFind out how you can make your workflow simple and easy to track for any client at any time, using XBert's Templates and Schedules.
How To: Add a ScheduleFor the recurring settings of template tasks.
How To: Edit a ScheduleFor what you can and can't edit on a schedule.
How To: Change the Assignee of the ScheduleFor moving the recurring tasks to another team member.
How To: Turn a Schedule On or OffFor starting or stopping tasks being created from the template.
Adjusting an Existing Schedule and Changing the Start DateThe benefits and issues of adjusting existing schedule dates
How To: Delete a ScheduleFor when you want to stop tasks being created from a template.
How To: Add Clients to an Existing ScheduleFor adding more clients to an existing template and schedule.
How To: Remove Clients from an Existing ScheduleTo stop the recurring template tasks being created for a client.