Advanced Task Filters
Create code-backed task reports using staff, status, billable, relationship, customer-group, tag, date and grouping criteria, then save personal templates for repeat use.
5 guides
Setup, access and permission scope
Install the module, locate both menu entries and understand the exact relationship between module access and core task permissions.
Open guide →WorkflowTask report criteria
Apply every implemented staff, status, billable, relationship, customer-group, tag and date filter.
Open guide →WorkflowGrouping, columns and result interpretation
Group task data, control visible/exported columns and interpret attachments, comments, checklists, time, completion and assignee details.
Open guide →WorkflowSaved task-filter templates
Create, load, update and delete reusable personal task-filter templates.
Open guide →WorkflowSecurity, limitations and troubleshooting
Apply least privilege, understand verified implementation limits and resolve common empty or unexpected reports.
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