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Under Review

Add client name as a search keyword in XPM Link for actual time

On Demand Sync Feature/Button

Ability to select which tasks or templates will get added for onboarding clients

Additional User Permissions

Ability to use filters to surface who completed an XBert

A 'Weekly' Schedule Frequency that allows tasks to repeat every X weeks on a set day

AI Agent Staff member

View Notes not Linked to Tasks

Ability to change log in after you've already signed up

Ability to map user's preferred name in XBert to their full name in Xero Payroll for capacity visibility.

Exclude certain attachments on tasks

Help Icons for info on what a specific XBert does

Add a setting to hide/minimise empty columns on work boards

Add a Save and Close button, so the task closes when you snooze or re-assign a taks

Update task name for tasks created from schedule

Add a Public Holiday Calendar at the Schedule Level

Payspace integration

Only give admin users the ability to see all staff's timesheets

Multiple Assigned Users

Timer Rollup on Clock Window

Ability to duplicate an adhoc task

Integration with Microsoft teams

Planned

Allow reports to be favourited so they appear at the top of the Reports page

Practice Report | Show Users w/o Saved Views

Outlook Extension

Quickly turn a task on the workboard into a template that can be scheduled

In Progress

Bulk Delete/Remove Clients from Template Schedules

Bulk assign clients to client groups

Add Subtasks to individual Tasks

Role Allocation Update on Client Page to Update Current Live Tasks

Like button in comments

Ability to mark activity notifications as unread

Email for Activity Comments

Notify Assigned User when New Task added

Client Plans page - user access

XBert Intelligence date range improvement

Timer <> Process (Default: Billable or Non-billable)

Export to PDF improvement

Receipt Capture

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