Course curriculum

    1. Welcome and Introduction to XBert

    2. Where to Get Help

    3. What is XBert and Why It Matters

    1. Adding your Client Files

    2. Understanding your Clients Insights

    3. Inviting and Setting Up Your Team

    4. Team Set Up Quiz

    1. Integrating XPM to your XBert Account

    2. XPM Configuration

    3. XPM Job and Task Set Up

    4. XPM Integration FAQs

    5. Employment Hero (KeyPay)

    1. Understanding XBert Alerts

    2. XBert Configuration

    3. XBert Rules

    4. Creating Custom XBerts

    5. Custom XBert Quiz

    1. Setting Up Workflows

    2. Creating and Assigning Tasks

    3. Using Templates

    4. Setting Up Schedules

    5. Using Notes and Note Linking Tags

    6. Workflow Quiz

    1. Saved Views

    2. Capacity Management

    3. Monitoring Team Work

    4. Capacity and Team Management Quiz

XBert Self Implementation

  • Free
  • 36 lessons

Build, launch and fly with XBert!

Enroll today