Features

Ability to export the Work list to Excel as well as exporting by client.

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

Would be great to be able to see who and when made changes to items. Currently there are limited ways of rolling back. This would enable us to better train staff once we had identified the instance of change.

eg. Internal / Leave. Staff are going to forget to check this as non-billable and it will mean a lot of monthly editing to fix. If we then don't edit and fix, it will distort the billable % reporting, a key metric

Ability to create pre-requisites for tasks / templates. Auto create a task once a pre-requisite task has been completed Eg if using Steps and Groups, once step 1 of the group has been completed, automatically create the step 2 task.

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.

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

Can Xbert consider adding templates that have the capacity to track key dates that regularly occur for all clients. This includes BAS / TPAR / Lodge and Pay income tax. Manually adding all these dates that are always required for all clients is time consuming. If this can be developed as a template / calendar or similar from Uber that would be helpful. Date include those listed on the Xero website. https://www.xero.com/au/initiative/end-of-financial-year/resources-calendar/ This would be very helpful to view through Xbert to run workflows regarding key dates to clients.

Bulk action for time - eg apply 10 min to each of the tasks on the work board

When adding new clients or additional staff to the xero file to cover capacity shortfall, XBert takes 24h to Sync with Xero Permissions. May we have a local button in the client page to sync permissions on request?