Setup, access and permission scope
Install the module, locate both menu entries and understand the exact relationship between module access and core task permissions.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Understand Advanced Task Filters
Understand the two workspaces, supported report criteria and personal-template workflow.
Install and activate Advanced Task Filters
Activate version 1.0.4 and create the personal saved-filter table.
Open the Advanced Task Filters report
Use the exact sidebar path to reach the report builder.
Open Task Filter Templates
Open the personal list of saved task report templates.
Assign Advanced Task Filters permissions
Grant View and understand the separately registered Create capability.
Understand which tasks a staff member can see
Apply the exact core task-permission scope used by the report query.
Understand the default task-report state
Know which status is applied when no status selection is submitted.