http://docs.callproof.com/index.php?action=history&feed=atom&title=Task_Filters
Task Filters - Revision history
2026-07-24T03:35:29Z
Revision history for this page on the wiki
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http://docs.callproof.com/index.php?title=Task_Filters&diff=2723&oldid=prev
Ashley DeBon at 06:19, 21 July 2026
2026-07-21T06:19:34Z
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 06:19, 21 July 2026</td>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>=== What are Task Filters? ===</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>=== What are Task Filters? ===</div></td></tr>
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Ashley DeBon
http://docs.callproof.com/index.php?title=Task_Filters&diff=2678&oldid=prev
Ashley DeBon: Created page with "== Task Filters == === What are Task Filters? === Task Filters narrow the Tasks list by type, priority, and date range. Saved filters can return the next time you open Tasks..."
2026-07-21T05:47:05Z
<p>Created page with "== Task Filters == === What are Task Filters? === Task Filters narrow the Tasks list by type, priority, and date range. Saved filters can return the next time you open Tasks..."</p>
<p><b>New page</b></p><div>== Task Filters ==<br />
<br />
=== What are Task Filters? ===<br />
<br />
Task Filters narrow the Tasks list by type, priority, and date range. Saved filters can return the next time you open Tasks.<br />
<br />
=== How to navigate ===<br />
<br />
'''[[Tasks]]''' → Filters<br />
<br />
=== Using Task Filters ===<br />
<br />
# Open Tasks.<br />
# Open Filters.<br />
# Choose '''Task type''' (Call, Visit, Email, etc.—your company’s types).<br />
# Choose '''Priority''' (including All).<br />
# Set '''Start date''' and '''End date''' for a range.<br />
# Apply filters to refresh the list.<br />
# Clear filters when you want the full list again.<br />
# Saved filters may reload automatically on your next visit.<br />
<br />
=== Features include ===<br />
<br />
* '''Task type filter''' – Company-defined task types.<br />
* '''Priority filter''' – Company-defined priorities + All.<br />
* '''Start date / End date''' – Date-range filter.<br />
* '''Not Completed / Completed''' – Status is controlled by the segment; filters work with it.<br />
* '''Saved filters''' – Stored for the user and restored when available.<br />
* '''Clear filters''' – Reset to defaults.<br />
* '''No Tasks Found''' – Shown when filters return no matches.<br />
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Ashley DeBon