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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
  1. 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.
  2. Client Wizard
    : A guided 3-step setup flow appears after adding clients, letting you assign roles, schedules, and groups in one go.
  3. Bulk Actions on Templates & Schedules
    : Apply changes across multiple templates and schedules at once, with 3 template actions and 6 schedule actions available.
  4. 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.
  5. 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.
  6. Bulk Manage Client Groups
    : Add and remove multiple clients across client groups at once using a grid view.
  7. Update Tasks to Match Roles
    : After reassigning a role, trigger a bulk update to move all matching open tasks to the new role holder.
  8. Additional Subtasks on Tasks (Without Changing the Template)
    : Add task-specific subtasks to any individual task without affecting the template or any other tasks.
  9. 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
1 Rows - EXPANDED (1)
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.
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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:
  1. Navigate to
    Clients Insights
    from the side navigation
  2. Click the
    zig zag icon
    in the
    top right corner
  3. Select
    Client Wizard
    from 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:
  1. Edit Estimated Time
    - Update the time estimate across multiple templates in one step
  2. Change Process
    - Reassign the process on selected templates at once
  3. Duplicate Templates
    - Create copies of multiple templates simultaneously
Schedules - 6 actions:
  1. Manage Clients
    - Add or remove clients across selected schedules using a grid view
  2. Update Client Time
    - Adjust per-client estimated time across selected schedules
  3. Set Weeks in Future
    - Update how far in advance tasks generate (0–52 weeks)
  4. Activate/Deactivate Schedules
    - Toggle schedule status across multiple schedules at once
  5. Update Due Dates
    - Change due date configuration across selected schedules
  6. Update Assigned Role
    - Reassign the default role across selected schedules
To access Bulk Actions for Templates or Schedules:
  1. Navigate to
    Automation > Templates
    from the side navigation
  2. Click the
    zig zag icon
    in the top right corner
  3. Select either
    Bulk Actions Templates
    or
    Bulk Actions Schedules
    from 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 reactions
    on 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:
  1. Navigate to
    User Settings
    from the bottom left navigation (your initials/picture)
  2. Under
    Personal
    , click on
    Notification 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:
  1. Navigate to
    Account Settings
    from the left navigation
  2. Under
    Workflow
    , click on
    Saved 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:
  1. Navigate to
    Account Settings
  2. Under
    Clients
    , click
    Settings
  3. Click the
    zig zag icon
    in the top right corner
  4. Select
    Bulk Manage Client Groups
    from 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:
  1. Navigate to
    Account Settings
  2. Under
    Clients
    , click on
    Client Roles
  3. Update the role as needed
  4. Click the
    zig zag icon
    in the top right corner
  5. Select
    Update Tasks to Match Roles
    from the dropdown menu
  6. 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:
  1. Open
    any task
  2. Scroll down to the
    Additional Subtasks
    section
  3. Click the + button
    to add a subtask
  4. 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:
  1. Navigate to
    Notes
    from the side navigation
  2. Open the note
    you want to view
  3. Click
    History
    in the top right of the note