InsuredMine CRM | Optimize and Grow Your Insurance Agency

Option to Filter by Task Completion Date

Release Date: March 1, 2025​

With our latest enhancement, you can now filter tasks by their completion date. This makes it easier to find and track completed tasks quickly.

Use Case: Allows users to review tasks finished within a specific timeframe. Whether for tracking productivity or verifying completed work, this filter makes task management more efficient.

To View the Enhancement:
  • Navigate to the Tasklist Module.
  • Next, click on the ‘Filters’ option.
  • A minimized panel will appear, displaying all available filters.
  • Select the ‘Completed Date’ filter to add and view tasks based on their completion date.
  • Then, click Apply.
  • Once you apply the filter, tasks completed on the selected date will be displayed.

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