Setup, access and permission scope
Install the module, locate both menu entries and understand the exact relationship between module access and core task permissions.
8 guides
Advanced Task Filters
Open guide →GuideUnderstand Advanced Task Filters
Understand the two workspaces, supported report criteria and personal-template workflow.
Open guide →GuideInstall and activate Advanced Task Filters
Activate version 1.0.4 and create the personal saved-filter table.
Open guide →GuideOpen the Advanced Task Filters report
Use the exact sidebar path to reach the report builder.
Open guide →GuideOpen Task Filter Templates
Open the personal list of saved task report templates.
Open guide →GuideAssign Advanced Task Filters permissions
Grant View and understand the separately registered Create capability.
Open guide →GuideUnderstand which tasks a staff member can see
Apply the exact core task-permission scope used by the report query.
Open guide →GuideUnderstand the default task-report state
Know which status is applied when no status selection is submitted.
Open guide →No guide in this section matches that filter. Try fewer or broader words, or use the global Help Centre search above.