Features

Hi, I was thinking it would be amazing to have an integration with Microsoft teams. Here is a screenshot of the integration with asana and what it can do for ideas. Thank you.

Alow Zapier integration for XBert. Need to scope what data points need to be created.

Ability to export the Work list to Excel as well as exporting by client.

Bulk action for time - eg apply 10 min to each of the tasks on the work board

Can Xbert consider adding templates that have the capacity to track key dates that regularly occur for all clients. This includes BAS / TPAR / Lodge and Pay income tax. Manually adding all these dates that are always required for all clients is time consuming. If this can be developed as a template / calendar or similar from Uber that would be helpful. Date include those listed on the Xero website. https://www.xero.com/au/initiative/end-of-financial-year/resources-calendar/ This would be very helpful to view through Xbert to run workflows regarding key dates to clients.

Love the Date Tokens in template names. Any chance this can be extended so that they can be used in the subtasks?

Allow emails to be marked as a priority when sent in or provide a setting.

The user can override the automapping, it might be worth considering if we should limit to admins only to do this.