The Task List showing tasks for the Field Sales flow.
Selecting a Flow
Choose a flow from the dropdown at the top of the page. Tasks for that flow load in the table below.You must select a flow before tasks appear. The dropdown shows all flows available to your organization.
Filtering Tasks
Use the filter controls above the task table to narrow down results.| Filter | Type | Description |
|---|---|---|
| Status | Multi-select | Filter by task status: Unassigned, Ongoing, or Done. |
| Assignee | Dropdown | Filter by assigned user. The user list is pre-loaded (no typing required). |
| Search | Text input | Search tasks by title or content. Filters server-side. |
Printing from the Task List
Single Task
- Click the printer icon on any task row to print that task. See Printing and Exporting for details.
Multiple Tasks
- Check the checkboxes next to the tasks you want to print.
- Click the Action dropdown and select Print.
- Choose a saved template.
- Use the Multi-Print modal to preview and export. See Printing and Exporting for details on separate vs combined PDF export.
Task Data Columns
The task table shows the following columns:| Column | Description |
|---|---|
| Checkbox | Select tasks for bulk actions. |
| Title | The task title (usually the customer or location name). |
| Content | Additional task content or address. |
| Label | Task label or tag. |
| Start Time | Scheduled start date. |
| Status | Current status with a colored badge (Unassigned, Ongoing, Done). |
| Assignee | The user assigned to the task. |
| Action | Printer icon to print this task. |