InsuredMine CRM | Optimize and Grow Your Insurance Agency

Need the option of filter in task list and task update in the form – Task List and forms

We have updated the “Pipeline” filter in the Tasklist section, renaming it to “Task Relation” for better clarity. Additionally, we have enhanced the filtering capabilities by introducing two new options: “Related to Forms” and “Not Related to Forms.”

  • Tasks created through forms can now be filtered using the “Related to Forms” option.
  • Tasks not created via forms can be filtered using the “Not Related to Forms” option.

Use Case:
This enhancement improves data visibility and accessibility, enabling users to quickly identify and manage tasks based on their origin—whether generated through forms or not.

To View the Enhancement: 

1.Navigate to Tasklist page  

2.Filter

3.Tasklist Relation

  • Manage your results easily by using the filter as mentioned below.
  • Click on Task Relation in the filter section to view two more options below.
  • Below is the filtered task by selecting the “Related to Forms” option.
  • Clicking a task shows “New task created via Forms” in the activity section.
  • Below is the filtered task by selecting the “Not Related to Forms” option.

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