Ability to add notes on checklist tasks
under review
Aaron Wittman
Merged in a post:
Add an additional Summary and subtask(s) to a published template task
Julie Watson
Would be great to have a note add to an Xbert and there be an alert on the workflow. Our Xberts are created with Templates. Where we add a note to the template it applies to all. But once the Xberts are created, we'd like to add a unique note to that Xbert that will show in the Workflow. Or, if the note can't show, there could be an icon in the workflow beside the Xbert that you can click on to open the note.
For example: Weekly payroll is a template we have for many clients. Once the Xbert is created, we'd like to be able to add a note for that upcoming payrun eg. 'Back Pay for Sally'. If we enter this into the comments field, it is not seen in the workflow and is sometimes missed. But if we can add a short note, it will appear in the workflow.
Another example, could be for the BAS jobs we create. If there is a PAYGI on the BAS, this can be added to that Xbert as a note and appear in the workflow as either the short note or an icon to be clicked on.
This is becoming increasingly necessary for our workflow
In order to allow this, it would need to edit that particular Xbert only and not the template
Please see attached screenshot. First line has the short note showing in the workflow.
Second line has an icon you can hover over to display the note
Aaron Wittman
under review
Aaron Wittman
Thanks Tanya! Just to confirm, you want a note not an easier way to add a comment onto the task? We see the difference in that the note will of a larger size.
We are also working on the new XBert Intelligence AI, that will help generate notes and comments. Which means we will look at how notes, can be quickly added to tasks, through the note linking tags. My guess is though, your wanting an easier way to click a way to add a comment, and have the comment, refer to the sub task when you are reviewing the comments?
T
Tanya Spence
Aaron Wittman: yes sorry, wanting a comment rather than note. The issue is that if we get part way through a sub task and are held up for some reason it would be good to be able to add a comment a to what the hold up is etc. Also if a sub task is to check something and we came across an issue. Happy to chat over phone if that is easier. PS. My team is very excited about this function as it will significantly change the way we are currently using XBert.
Cassandra Scott
Would be great to add this as an additional subtask on a task generated by a template - you cant currently do this. Payroll is a great example - could be something completely random that does pop up, and is only relevant to that specific task
T
Tanya Spence
Cassandra Scott: I have created a request for this one too. If you want to vote for it. https://roadmap.xbert.io/xbert/p/add-subtasks-to-individual-tasks
Troy Brown
Assume you are using Note Link Tags already (current feature)?? You could update this client note every time, however records of old notes would be lost if deleted from the note. Are you wanting another note? Another option would be that we allow you to add additional subtasks once the template has been created for a client - Non Template sub-tasks. Your specific task detail could then be added to the actual published template task.
Julie Watson
Troy Brown: yes we are using Note Link tags but these are time consuming to add on the fly. If we were to add sub-tasks, would it appear on the workflow? We're currently using Comments for this to alert someone to something important when they open the Xbert Task. If we can have a sub-task created at task level (after template created the task) that will show on the workflow that would be perfect
Troy Brown
Julie Watson: Righto - i'll discuss with team and get this planned.
Julie Watson
Troy Brown: Wonderful. Thankyou Troy