Changelog
Follow up on the latest improvements and updates.
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fixed
improved
11 March 2026 Fixes and Improvements
We've shipped another patch of fixes overnight. Here's what's been resolved and improved:
Work Items & Slide-out
- Fixed a bug where editing a comment on a work item would lose unsaved changes when an activity notification appeared
- Fixed the work item slide-out header panel appearing left-aligned instead of centred
Subtasks
- When adding a URL to subtask instructionsin a task template,it will now render as a clickable hyperlinkon your task view, instead of plain text.
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Your feedback and bug reports are what make XBert better for everyone!
If you have any questions or run into anything, don't hesitate to reach out to our friendly support team via the
help icon
on the bottom left of your XBert screen.
1. Rename Any Client in XBert
You can now give
any client
a display name in XBert - including clients synced with Xero, MYOB, and other accounting software.Previously, renaming was only available for clients not connected to accounting software. Now any client can be renamed, so your team can work with the names you actually use, not just what's in the ledger.
How it works:
- The display name appears across all of XBert - work views, notifications, exports.
- On the Connectionspage, the original accounting file name is still shown underneath as a reference
- If no display name is set, nothing changes - XBert continues to display the accounting file name as before
- Renaming in XBert does not affect your accounting software
To rename a client:
Settings
> Clients
> Connections
> three-dot menu
> Rename Client
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2. Review Your Custom XBert
You can now
review how your Custom XBert is performing
directly from the XBert Automation
section. The Review feature check its deployment status and reviews your prompt quality.How it works:
- See your current deployment status at a glance - whether it's running, under construction, or has an issue
- Run an analysis of your prompt quality, with a score out of 10 and specific suggestions to improve it
- Get a suggested improved prompt you can use as a starting point
If you need help, click
Ask for Help
to open a support conversation pre-filled with your Custom XBert details, prompt, and review results - so our team has full context straight awayTo review:
Automation
> XBert Automation
> open your Custom XBert
> Review
fixed
March 2026 Fixes
A collection of fixes shipped in this release.
Work Boards & List
- Fixed Priority Listcolumn elements (link, time, status, dates, assigned user) not opening the task action panel
- Fixed Team Overviewtask counts not filtering the work board to the correct items when clicked
- Fixed process column task counts in the Task Listnot displaying correctly when combined filters (process + client) were applied
- Fixed Returnkey andShift+Returnbehaving inconsistently when editing task descriptions
- Fixed completed column items disappearing when applying filters when column is open
- Fixed the completed filter toggleon theStatus Boardnot updating columns
- Fixed issue with time committed on a billabletask from the action panel, the billable toggle in the time entry form resets tonon-billablefor subsequent entries in the same session.
Activity & Notifications
- Fixed three-word user names only partially highlighting when @mentioned in comments
- Fixed additional minor formatting issues in the activity feed
- Fixed 'View Task' button in reassignment emails redirecting to the organisation selector or work list instead of the task
Notes
- Fixed checkbox-only notes not being editable when creating a note
UI & Layout
- Fixed height mismatch between the "Populate all fields" button and template selector dropdown in task creation
- Fixed incorrect icon appearing when mentioning a user on a task tile
Access & Permissions
- Fixed Client Plans page being visible to non-admin users
___
Your feedback and bug reports are what make XBert better for everyone - keep them coming! If you have any questions or run into anything, don't hesitate to reach out to our friendly support team via the
help icon
on the bottom left of your XBert screen.
new
improved
March 2026 Release
We’re excited to share one of our biggest updates to date, with new features and meaningful improvements.
Across navigation, client setup, templates, schedules, notifications, and more, we’ve strengthened the foundations of your day-to-day workflows so you and your team can focus on what matters most.
Release Summary
- Expandable & Collapsable Navigation: The sidebar can now expand to show labelled navigation items and collapse back to icons, with direct access to every work board from a single fly-out menu.
- Client Wizard: A guided 3-step setup flow appears after adding clients, letting you assign roles, schedules, and groups in one go.
- Bulk Actions on Templates & Schedules: Apply changes across multiple templates and schedules at once, with 3 template actions and 6 schedule actions available.
- Notification & Activity Improvements: Choose exactly how and when you're notified, with per-category controls for email and in-app, quiet hours, emoji reactions, and mark as unread.
- Admin: Manage Saved Views Across the Workspace: Admins can now see, manage, and delete every saved view in the workspace, including those created by other users.
- Bulk Manage Client Groups: Add and remove multiple clients across client groups at once using a grid view.
- Update Tasks to Match Roles: After reassigning a role, trigger a bulk update to move all matching open tasks to the new role holder.
- Additional Subtasks on Tasks (Without Changing the Template): Add task-specific subtasks to any individual task without affecting the template or any other tasks.
- Version History on Notes: Restore any previous version of a note, with the current content saved automatically before any restore.
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What's new
1. Expandable & Collapsable Navigation
The left-hand sidebar is now expandable and collapsable.
Expand it to show a text label
alongside every icon - XBert Intelligence, Work, Analytics, Clients, Notes, Automation, Activity. Collapse it back to icons when you need the screen space. Your preference persists as you move between pages.
The
Work
section now has its own fly-out sub-navigation, listing every board and view directly: - Task List
- Priority List
- Time Flow Board
- Weekly Board
- Status Board
- Assigned Board
- Process Board
- Team Overview
- Client Overview
- Actual Time
Now, getting to a specific work board is a single click away from anywhere in the app.
The
active saved view
name also now appears at the top of the screen, so you always know which view you're working in.__________________________________________________________________________________________________
2. Client Wizard
Adding clients now kicks off a guided 3-step wizard that helps you get them set up correctly from day one. You can assign team members to roles, add clients to active schedules, and place them into client groups - all in one flow, immediately after adding a client (or a batch of more than one).
Every step is optional and skippable. When you make an assignment, XBert will ask if you'd like to apply that choice across all clients at once, saving you from repeating the same action row by row.
To access the Client Wizard:
- Navigate to Clients Insightsfrom the side navigation
- Click the zig zag iconin thetop right corner
- Select Client Wizardfrom the dropdown menu
The Client Wizard is visible for admin users only.
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3. Bulk Actions on Templates & Schedules
You can now perform bulk actions across multiple templates and schedules at once.
Templates - 3 actions:
- Edit Estimated Time- Update the time estimate across multiple templates in one step
- Change Process- Reassign the process on selected templates at once
- Duplicate Templates- Create copies of multiple templates simultaneously
Schedules - 6 actions:
- Manage Clients- Add or remove clients across selected schedules using a grid view
- Update Client Time- Adjust per-client estimated time across selected schedules
- Set Weeks in Future- Update how far in advance tasks generate (0–52 weeks)
- Activate/Deactivate Schedules- Toggle schedule status across multiple schedules at once
- Update Due Dates- Change due date configuration across selected schedules
- Update Assigned Role- Reassign the default role across selected schedules
To access Bulk Actions for Templates or Schedules:
- Navigate to Automation > Templatesfrom the side navigation
- Click the zig zag iconin the top right corner
- Select either Bulk Actions TemplatesorBulk Actions Schedulesfrom the dropdown menu
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4. Notification & Activity Improvements
We've introduces new notification categories with the ability to choose
how
you get notified.You now have full control over every notification category.
- Assignments- Get notified when a task is assigned or reassigned to you, including tasks created by other users and assigned to you directly(this does not include scheduled, automated tasks from a template)
- Mentions- Get notified when someone @mentions you in a comment on any task
- Comments- Get notified when someone comments on any task you're assigned to, whether or not you're mentioned
- Weekly Summary- A weekly digest of your outstanding tasks and activity (previously the Client XBert Summary), including XBert risk amounts and new alerts
- Quiet Hours- Set a start and end time during which email notifications are skipped entirely. Emails due during quiet hours are not queued or delayed - they're skipped
Each category can be toggled independently (or together) for
email
and in-app
notifications.Also new in this release:
- Emoji reactionson comments - react to any comment, and see read indicators showing who has viewed it
- Mark as Unread- flag any activity notification to come back to later; the unread count on your navigation panel reinstates accordingly
To access Notification Preferences:
- Navigate to User Settingsfrom the bottom left navigation (your initials/picture)
- Under Personal, click onNotification Preferences
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5. Admin: Manage Saved Views Across the Workspace
Admins can now access a dedicated
Saved Views
page showing every saved view in the workspace - name, page, creator, whether it's shared, and when it was created. Any view can be deleted from this page, including those created by other users.To access Saved Views as an admin:
- Navigate to Account Settingsfrom the left navigation
- Under Workflow, click onSaved Views
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6. Bulk Manage Client Groups
A new bulk action on the
Client Settings
page opens a grid view showing all your clients against all your client groups, with current assignments visible at a glance. Tick and untick to add or remove clients from groups in any combination, then apply all changes at once.To access Bulk Manage Client Groups:
- Navigate to Account Settings
- Under Clients, clickSettings
- Click the zig zag iconin the top right corner
- Select Bulk Manage Client Groupsfrom the dropdown menu
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7. Update Tasks to Match Roles
When a role is reassigned to a different user on the
Client Roles
page (a staff member leaves, someone goes on leave, a team is restructured), open tasks on the work page don't automatically follow. Or unassigned tasks where a role was set, but no user had been assigned yet when the tasks were generated (but you've now assigned a user to the role).After updating a role, select which clients to apply the change to via
Actions
- XBert will reassign all open tasks that were originally assigned through that role
to the new role holder.Example:
User 1 was the Bookkeeper for Client A and has 20 open tasks assigned to them via that role. You've now assigned User 2 as the Bookkeeper for Client A - trigger Update Tasks to Match Roles
, and all 20 tasks move to User 2 automatically.Common scenarios this solves:
- Role reassignment: a team member changes clients, leaves, or goes on leave; reassign all their role-based tasks to the new role holder in one action
- Onboarding: schedules were active and tasks generated before roles were assigned; those unassigned tasks can now be claimed with one action, without having to think about which role the task belongs to and which user is assigned that role
To trigger Update Tasks to Match Roles:
- Navigate to Account Settings
- Under Clients, click onClient Roles
- Update the role as needed
- Click the zig zag iconin the top right corner
- Select Update Tasks to Match Rolesfrom the dropdown menu
- Choose which clients to apply the change to
Note: Tasks that were manually reassigned are left untouched.
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8. Additional Subtasks on Tasks (Without Changing the Template)
You can now add additional subtasks to any task, separate from the original template subtasks. Changes only affect that one task - no other current tasks or future tasks are affected.
To add additional subtasks:
- Openany task
- Scroll down to the Additional Subtaskssection
- Click the + buttonto add a subtask
- All changes are saved in the task's history log.
Note: Non-admins can only edit tasks created or assigned to themselves.
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9. Version History on Notes
Notes now maintain a full version history accessible via the
History
tab on any note. Browse previous versions by date and author, and restore any of them with one click. Before restoring, the current content is automatically saved as a new version - so nothing is ever overwritten without a record.To view Version History on a note:
- Navigate to Notesfrom the side navigation
- Open the noteyou want to view
- Click Historyin the top right of the note
New Features & Improvements
Time Flow
- Work reminders now display when items start in the future, due dates, and when snoozes are ending
Capacity Management
- Complete redesign with a new modal showing a detailed work breakdown contributing to capacity
- Updated capacity logic across Community AI and Team Overview for improved visibility
- Snooze ending times now included in capacity calculations
Timeline (formerly Due Date)
- Renamed "Due Date" to "Timeline" for clearer task workflow management
- Added ability to set and modify start dates alongside due dates
- New advanced button allowing bulk title updates when dates change
Task Export
- Added Export to Excel functionality on work tasks - a highly requested feature.
Work List
- Restored the Assigned dropdown filter to the work list
Activity
- Added ALL/MY Activity toggle functionality
Chat
- Chat history now saves and reloads in the UI
Bug Fixes
We dedicated most of this release to stability and support.
Tasks & Task Management
- Fixed activity bubble not updating on tasks
- Resolved error when completing ad hoc tasks
- Resolved error when completing email tasks
- Fixed issue where changing the task client, then the status, caused a "cannot find task" error
- Fixed completed items not appearing on work boards
- Resolved duplicate time entries being created on repeated Commit Time clicks
- Technical duplicate tasks now correctly open in a new tab
Templates
- Fixed lag when updating or deleting subtasks on ad hoc tasks created from templates
- Fixed note link tag not appearing in the dropdown under template subtasks
Filters
- Fixed XBert filtering not working on work views
- Fixed clients in the filter dropdown not reflecting user permissions
- Resolved "Not due date" filter not being applied
- Fixed multiple filters not working correctly on the work list and work board
- Fixed default views not working on the Time Flow board
- Hidden broken Recent Filters in the Recently Viewed section
- Fixed the process filter list not updating when the task process changed
Notes & Attachments
- Fixed attachment issues on notes
- Resolved issue where notes disappeared after editing
Clients
- Fixed non-connected (workflow-only) clients displaying as "UNKNOWN CLIENT"
- Fixed internal error on Client Plans
- Fixed Group Selector positioning in Client Settings
Capacity & Time
- Fixed the capacity settings input field visibility
- Fixed snooze/de-snooze not properly saving state
User Management
- Fixed user deletion spinning indefinitely, then showing "user not found"
Notifications
- Fixed "Lots of tasks" notification pop-up not working as expected
UI & Styling
- Fixed status, due date, and estimated time icons on task tiles
- Fixed icon alignment on cards
- Fixed weird gap in advanced filters
- Updated recent roles bulk actions to match new styles
- Fixed the due date bulk action issue on XBert Automation
- Fixed scrolling issues in the app
- Fixed savings views not updating dynamically
Email & Links
- Fixed View Task/XBert email links not working
Authentication
- Updated login process to allow the changing of email addresses of social connectors without impacting logging into XBert.
Community
- Fixed the count not always working on the Community page
We're committed to making XBert the best it can be for your team. Thank you for your continued feedback—it directly shapes these improvements. If you have any questions or encounter any issues, don't hesitate to contact our support team.
XBert Platform Updates
🎨 User Interface Improvements
Task Management & Boards
- Bulk Actions Enhancement: Updated bulk action styling and snooze options to match individual task snooze functionality for better consistency
- Bulk Selection Fix: Resolved issues with bulk action selection behavior
- Priority Quick Actions: Fixed priority icon clicking on cards - now appropriately prioritises tasks instead of opening them
- Tooltip Consistency: Standardised tooltips across all boards and cards for Actual/Estimated Time display
Visual & Style Refinements
- Hover States: Improved hover behavior across multiple components including notification status and mention menus
- Toggle Clarity: Enhanced toggle switch design for better user understanding
- Checkbox Colours: Fixed "Include overdue in capacity" checkbox to display correct brand color (#4e53bd)
- Responsive Design: Resolved text wrapping issue for "Add next week" button on 768px wide screens
Notifications
- Refactored notification slideout status handling for improved reliability
✨ Notes & Comments
Rich Text Features
- Added simple text formatting options to notes
- Introduced emoji support in notes
- Tables & Checklists: Fixed visibility of tables and checklists - now properly displayed on task notes, not just the notes page
Comments
- Removed unwanted border appearing on hover in the @mention menu
⏱️ Time Tracking & Capacity
Timer Improvements
- Fixed timer display to update dynamically with timer dropdown changes
- Resolved critical timer performance issues
Capacity Planning
- Fixed user capacity calculation issues
- Added capacity warnings for overallocation
- Corrected worklist capacity date range handling
- Ensured worklist dates display correctly
🔧 Technical Fixes
- Modal Windows: Fixed modal window display issues
- Saved Views: Corrected saved view functionality
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We're continuously improving XBert based on your feedback. Thank you for helping us build a better platform!
Performance Improvements
- Enhanced Board Performance - Optimized speed and resource usage across all board views
User Interface Enhancements
- Improved Navigation - Resolved main navigation UI issues for smoother app experience
- Refined UX Styling - Updated visual styling throughout the application for better consistency
- Enhanced Kanban Board Tiles - Improved visual design and layout of board tiles
- Optimised Slide-Out Behaviour - Fixed slide-out panels to close smoothly without triggering full page refresh
- XBert Automation Enhancement - Automation now closes automatically after saving
- Bulk Actions - Introduced UX changes to make it easier to use
- URL Parameters for Work Lists - Added Group By Type parameter support for shareable work list views
Bug Fixes
- Board Cache Synchronization - Fixed cache updating issues when switching between boards
- Work List Navigation - Restored proper slide-out functionality when clicking Due or Status fields
- Process Filter Application - Resolved issues with filters not applying correctly when used in combination
- Activity Board Navigation - Fixed activity links to properly open tasks in board view
- Firefox Compatibility - Addressed styling inconsistencies in Firefox browser
- CI Fullscreen Reports - Corrected report button linking in fullscreen mode
Removed Features
- Due Period Removed from Board Grouping - Streamlined board group options by removing the Due Period parameter, and focus on using Weeklt Calendars as the preferred board type.
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New Features
- Time Flow: A brand-new way to see and manage your work visually. View your week with clear time-based layouts, see daily capacity values, and understand if you’re set up for success right where you work.
- Visual Boards: The new Boards experience lets you manage tasks byStatusorAssigned Due Period, giving you a powerful, flexible overview of your work.
- Client Intelligence: Gain real-time client-level insights, including risk, outstanding work, and client health—right from your task view.
- Notes (Redesigned): A complete rework of Notes with a cleaner layout, autosave functionality, and a more intuitive writing experience.
- Snooze: The highly requested Snooze feature lets you pause tasks and bring them back when you’re ready, keeping your workspace clutter-free.
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Updates
- Unified Settings: All settings have been moved into one easy-to-access place. Client settings and general settings are now managed together, simplifying how you configure your workspace.
- Start Date: TheReporting Periodfield has been renamed toStart Dateto more accurately reflect its purpose.
- Multi Bulk Actions: Perform more bulk actions across multiple tasks and XBerts, saving time and reducing repetitive clicks.
- XBert Automations: Bulk actions now extend to XBert Automations—making it easier than ever to manage your automation rules and triggers.
- Polished Look and Feel: Refreshed UI styling throughout the app for a cleaner, modern, and more intuitive experience.
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Fixes
- General performance improvements and UI refinements across boards and task management.
- Fixed several minor inconsistencies in task display and settings navigation.
- Improved stability when switching between views such as Boards, Time Flow, and Weekly Calendar.
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Find out more:
new
improved
fixed
Weekly Release
New Features
- Capacity Bar: A new visual tool that gives you a quick and clear view of your workload compared to your available work hours.
- Client Work Data Export: A new report is now available under Client Reports. This allows teams to back up data or review reporting details before a client is removed.
Updates
- Team Overview: This page has been reoriented to focus solely on “Work Due” and upcoming capacity, aligning with future workload planning. This change also complements the upgraded capacity algorithm.
- Estimated time per task: You can now update the estimated time per task without modifying the template.
- Information icons: Support articles have been added directly to relevant areas (e.g. XBerts), providing instant access to helpful documentation.
- Collapsible XBert sections: XBerts now support expand/collapse sections. This makes it easier to access subtasks and attachments on smaller screens.
Fixes
- Custom XBerts Enhancement: Multiple enhancements in the Custom XBerts area, including: the use of broader prompts, new capabilities like time series analysis and forecasting, an updated CXB interface and descriptions in summaries.
Updates
- Task/XBert Slide-Out Sizing: Updated logic so the slide-out doesn’t switch to full screen as aggressively, improving usability on mid-sized screens.
- Repositioned the Time Tracker in the header to prevent overlap with the slide-out's tab icons.
Fixes
- Fix the Status and Assign tabs failing to open when accessing a task/XBert from the Work Priority page
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