Features

There’s currently a limitation with how email forwarding works. Right now, you can use +me to assign a task to yourself or +process to set a process tag—but unfortunately, both can’t be used at the same time when forwarding an email. I would suggest being able to use both +me & +process in the future to easily auto-assign emailed in tasks to yourself and a specific process.

Archive all timesheets for a client, produce reports, and create a note to be accessed and or downloaded for clients that are no longer clients

It would be great if we could have combined invoices (like a monthly bill) and include user name details + a breakdown of schedule per person.

Template titles with Square/ Box Brackets for title tokens can be confusing. Can we have the ability to name Templates, the same as we currently do for Schedule Names. The Template Title with tokens would deploy to Work List, unlike the Template name. This would avoid confusion when users are navigating and scheduling Templates.

Currently, there is no way to check if all created tasks in the work list (completed and not completed) are linked to an XPM job. A way to verify this would help ensure all work is correctly mapped, preventing missing or unlinked tasks, improving visibility, and reducing the need for manual checks/mapping.

The ability to bulk action a combination of assigned user due date and status at the same time. rather than have to do it 3 times. so say a job needs rework by junior and you give them 2 days to get it sorted. you want to be able to make that update in XBert quickly, without being worried you've made the changes in the wrong order which result in the task falling off your filtered work view

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

Connect to our Payroll within Xero and then you could have a graphical representation of staff availability, and see (and maybe be warned) easily when tasks are being assigned to staff on leave.

Would be great to be able to bulk delete a client from Template Schedules - currently, if we are no longer working with a client, we have to go into each template and schedule to remove the client from the template/schedule. Would be handy to have the ability to do this in bulk