Features

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.

The icon is currently dark purple, it would be good to make it green or orange, so it stands out and team members know to check the extra notes.

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

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?

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

Enable client-specific subtasks within Templates to provide a more dynamic and flexible workflow management. Allowing for tailored subtasks for individual clients without altering the standardised template structure, ensuring consistency across processes while accommodating unique client requirements.

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.