Task filters may be set up to create views of tasks you may wish to monitor.
This example explains how to set up a new filter for the system task group - Lodgements (Form 524).
Tasks should be set up with the same unique task group.
1. Create a filter by choosing Task Filters and clicking on the <New Filter> tab:
You will be prompted to add a filter name.
2. Entering the filter name
Enter a unique filter name in the New filter dialogue.
A new tab is created.
4. Specify the filter details
Under the new tab, from the Task Group drop-down option, select the system group ”Lodgements (Form 524)”:
The filter will now display tasks belonging to the selected group.
5. Task Reports
Now, when you produce a task report from the selected filter, the task reports will apply the selected filter.