Features

The ability for relevant emails to be sent directly to & from the task

New Kanban boards , for all types, status, client, process, weekly, and due period.

Would love if Xbert could have full email integration. Task email templates could be build in to workflow, with scheduled emails being sent through ignition. For example, quarterly request for client bank statements to be supplied. Responses from the client would build into the task as well.

Extending the ability to set a bunch of meta-data against clients. This metadata can be structured exactly as required and standardised amongst clients. Metadata can be used in a variety of ways, including being tokenised in tasks/templates

I would love to be able to integrate the Healthcheck statistics from XBert with Socket for Pricing new clients and prospective clients.

Build an Outlook extension to manage emails in Outlook directly with XBert and provide easy ways to get XBert information while working in Outlook

Hi, I was thinking it would be amazing to have an integration with Microsoft teams. Here is a screenshot of the integration with asana and what it can do for ideas. Thank you.

Allow emails to be marked as a priority when sent in or provide a setting.

Alow Zapier integration for XBert. Need to scope what data points need to be created.