Features

Could the Schedule list be automatically sorted on its recurs date rather than its creation date? Eg Daily Mon, Daily Tues, Weekly Monday, Weekly Tues etc. Monthly on the 1st, 2nd etc?

When a task template is deleted, it is permanently removed along with its content. To prevent accidental loss and provide flexibility, an archive option for task templates could be beneficial. Proposed Functionality: * Instead of full deletion, allow templates to be archived. * Archived templates would be retained for a set period (e.g., 90 days) before permanent deletion. * Archived templates would be moved from XBert Automation > Template into a dedicated Archived Templates tab, ensuring the main templates page remains clean and manageable. Users could restore archived templates back into the active templates list within the 90-day window. Benefits: * Provides a safeguard against accidental deletion. * Reduces clutter in the templates list while maintaining accessibility. * Enhances user control and confidence in template management.

Future dated tasks have the status of "Planned" and when actual start date arrives, the status automatically changes to "Ready to start" and assigned person is then notified that the task is ready to start.

To reduce time and potential errors having to create jobs in XPM and then a correlating XBert task

Ability to connect note link tags to adhoc tasks that have not been created from a template schedule. For example: note link tag with funding agreement attachement and details that can be linked to each reporting task.

Filter for dynamic view this "financial year". There is currently only a dynamic view for the calendar year.

Ability to be able to use the client name as a keyword to search for XPM Link to map actual time to XPM