Task Filters

Task Filters

Callproof Mobile App Taskfilterpage

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.

How to navigate

Tasks → Filters

Using Task Filters

1. Open Tasks.
2. Open Filters.
3. Choose Task type (Call, Visit, Email, etc.—your company’s types).
4. Choose Priority (including All).
5. Set Start date and End date for a range.
6. Apply filters to refresh the list.
7. Clear filters when you want the full list again.
8. 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.

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