Changelog
Follow up on the latest improvements and updates.
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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
new
fixed
Weekly Release
New Feature
- Task/XBert slide out: To quickly view task info and take action without leaving your current screen, a two-column layout with enhanced styling plus the action bar has been moved to the right side of the task. See what's new here.
Fixes
- Fix for sign-up issues related to specific ad blockers
improved
fixed
Weekly Release
Updates
- When creating actual time using the timer control, it will now automatically check if it can link the associated XBert/Task to an XPM Job Task. Note: this will only run if your account is integrated with XPM and the 'Automatically link XBerts/Tasks to XPM Job Tasks' setting is turned on for your account
Fixes
- Fix the template schedule client list styling to better handle long schedule names
- Fix the Client Insights page so the Data Quality Score sorting works as expected
- Fix for the main navigation menus being hidden behind certain UI elements
- Fix for updating a schedule and changing the Next Reporting Period Start Date incorrectly showing a warning popup on save
new
improved
fixed
Weekly Release
New Features
- You can now link an email directly to an existing task or xbert. More info here
- Team Overview and Client Overview pages can now be exported to a spreadsheet
- Processes can now be setup as billable or non-billable, to ensure any actual time being created is allocated with the correct billable value
Updates
- Updated the team view capacity bubble hover tooltip text for better readability
- Updated the "delete task" popup warning text to clearly outline what linked data is also being deleted
Fixes
- Minor update to the XI community items to display more text
improved
fixed
Weekly Release
Updates
- Added a new activity log to track user accounts being updated
- Increased frequency of activity count updates for better real-time accuracy
- When moving a task between clients, it will now automatically re-run the XPM auto-map logic
- XI now displays a message when it cannot continue processing due to excessive data
Fixes
- Resolved an issue where the bottom of text could be cut off in the task/XBert slide-out process tag menu
- Various stability enhancements across the app
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