InsuredMine CRM | Optimize and Grow Your Insurance Agency

Tasklist – Filter by Task Template

Release Date: March 1, 2025​

With our latest enhancement, you can now filter templates based on the tasks they’ve been added to. This means when you select a template or multi-select, you’ll be able to view the tasks where that template has been used. 

Use Case: Ability to track tasks linked to specific templates. Select one or multiple templates to view all associated tasks instantly, streamlining task management.

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 ‘Templates’ filter to select the templates or multi-select.
  • Next, click Apply.
  • Tasks will be filtered and displayed with the selected templates attached.

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