Filter Panel
1.1 Filters Available
- Assigned User
- Status
- Priority
- Created At (Between)
- Due Date (Between)
- Parent
- Linked To
1.2 Operator Support
- In – Displays records where the selected field value matches any of the specified values in the list.
- Not In – Displays records where the selected field value does not match any of the specified values in the list.
Kanban View
Columns
- Not Started
- Started
- Completed
- Deferred
- Cancelled
Each column shows a count (example: Started (14), Completed (4)).
Drag and drop is supported for status changes.
Task Action Menu (Three Dots)
3.1 Options
- View
- Edit
- Duplicate
3.2 Important Note
A task can directly trigger activity creation (Call, Meeting, Visit).