Difference between revisions of "Task Filters"
Ashley DeBon (talk | contribs) (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...") |
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== Task Filters == | == Task Filters == | ||
| − | + | [[File:app_taskfilterscreen.png|200px|thumb|right|Callproof Mobile App Taskfilterpage]] | |
=== What are Task Filters? === | === What are Task Filters? === | ||
Latest revision as of 06:19, 21 July 2026
Contents
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.
Tasks → Filters
Using Task Filters
- Open Tasks.
- Open Filters.
- Choose Task type (Call, Visit, Email, etc.—your company’s types).
- Choose Priority (including All).
- Set Start date and End date for a range.
- Apply filters to refresh the list.
- Clear filters when you want the full list again.
- Saved filters may reload automatically on your next visit.
Features include
- Task type filter – Company-defined task types.
- Priority filter – Company-defined priorities + All.
- Start date / End date – Date-range filter.
- Not Completed / Completed – Status is controlled by the segment; filters work with it.
- Saved filters – Stored for the user and restored when available.
- Clear filters – Reset to defaults.
- No Tasks Found – Shown when filters return no matches.
