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.
Browse Advanced Task Filters by workflow
Start with the area that matches the actual menu, report, saved template, permission, navigation change or issue in the CRM.
Setup, access and permission scope
Install the module, locate both menu entries and understand the exact relationship between module access and core task permissions.
Task report criteria
Apply every implemented staff, status, billable, relationship, customer-group, tag and date filter.
Grouping, columns and result interpretation
Group task data, control visible/exported columns and interpret attachments, comments, checklists, time, completion and assignee details.
Saved task-filter templates
Create, load, update and delete reusable personal task-filter templates.
Security, limitations and troubleshooting
Apply least privilege, understand verified implementation limits and resolve common empty or unexpected reports.