Filter billable and non-billable tasks
Follow this guide to choose all tasks, billable tasks or non-billable tasks.
Where to goAdmin Area → Task Filters → Task Filters
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide helps you do
Choose all tasks, billable tasks or non-billable tasks. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to the task report.
- Find Billable.
- Select All, Yes or No.
- Set any other required criteria.
- Select Apply Filter and review the result table.
Fields and options
BillableChoose All, Yes or No.
Apply FilterRuns the report with the submitted criteria.
Rules and limits
- Yes matches billable=1; No matches billable=0; All does not add a billable condition.
Check it worked
- Filter billable and non-billable tasks completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.
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