Features

Add a table format to the description of a task or subtask.

Would like the ability to share views with certain members rather than private or all members - need an in between as we have 'hubs' of members that work on different groups of clients in Xbert

The ability to change a start date on a job created from a template would be really helpful. For example, our STP Finalisation job template has a start date of 1 July each year, but in reality final payruns for the year are processed prior to this date. Having the option to change the start date to the day after the last payrun has been done for each client would make managing workflow easier.

Update to real time notifications

Be able to select any date range on analytics reports - have standard options like last month last quarter, last year and date selectors to choose any period (kinda like xero)

An improvement made to sort alphabetically by default, or sort by the total row by default.

"at times you may throw in a task quickly to get the ball rolling but then want to convert it to a recurring task. Being able to upgrade an adhoc task to a template would be invaluable"

Change access for user clients so that they can't see and/or edit statuses, practice activity, due date, assignees, or process. And stop them being able to edit a task. Clients need to be sent tasks that they complete but don't edit in any way. And don't see internal practice processes.

Ability to force a manual sync or have an option or button to do this within the app.

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