Card File & CRM

Task List

The Task List displays all work tasks and service orders. Filter by type, status, customer, or date. Access from Card File › Tasks.

List Columns

Name

Task name.

Number

Task number.

Type

Task type category.

Customer

Associated customer.

Date

Task date.

Default Columns

Column	Description
Number	Number.
Name	Name.
Task Type	Task Type.
Remind On	Remind On.

Available Columns

Additional columns configurable via list settings.

Column	Description
View	View.
Note	Note.
Store	Store.
Customer	Customer.
Customer Unit	Customer Unit.
Employee Name	Employee Name.
CRM Contact	CRM Contact.

Filters

Filter

Quick-search the displayed list. Type text to instantly filter rows by matching against the selected column. Use the in dropdown to choose which column to search, and the by dropdown to switch between Starts With, Contains, or Exact Match.

Tip: If you do not see the column you want to search or view, go to File → Configure to customize which columns are displayed in the list. You can add, remove, and reorder columns to suit your workflow.

Sort Column & Method

Choose the column used to sort the list. The dropdown displays all columns you have chosen to view, including any custom column changes you have made. Use the second dropdown to switch between Ascending and Descending order.

Auto Size Columns

When checked, columns automatically resize to fit their contents each time the list refreshes. This ensures all data is visible without manual adjustment.

When unchecked, column widths are saved between sessions. You can drag column borders to set your preferred widths and they will be remembered the next time you open this screen. This is useful when you want a consistent layout regardless of the data displayed.

Show

Filter records by status. Options include:
• Active Only — Show only active records (default).
• Inactive Only — Show only deactivated records.
• Active & Inactive — Show all records regardless of status.

Group

Filter by group membership. Select a group to show only records that belong to that group. Leave blank to show all records.

Customer

Filter to tasks for a specific customer. Selecting a customer also filters the Customer Unit selector to that customer's units.

Customer Unit

Filter by customer unit. Select a unit to show only tasks for that unit.

CRM Contact

Filter to tasks associated with a specific CRM contact.

Store

Filter to tasks for a specific store. Changing the store also filters the Employee selector to that store.

Employee

Filter to tasks assigned to a specific employee.

Task Type

Filter to tasks of a specific task type.

Start Date

Show only tasks created on or after this date.

Stop Date

Show only tasks created on or before this date.

Show

Filter tasks by status. Options include:
• New — Tasks that have not been read or completed.
• Read Only — Tasks that have been read but not completed.
• Complete — Tasks that have been completed.
• All — Show all tasks regardless of status.

Mass Billings

Open the Mass Billings dialog to invoice all active work orders for the tasks currently listed.

Related Screens

Task Master

Task Type List

Job List