It helps you focus on the right day, client, or workload without losing your place.
You can filter tasks by:
All tasks vs Outstanding (outstanding shows tasks that aren’t completed)
Client selection (choose one or more clients to show only their tasks)
Search (search by task name, client name, or charge/price item)
View mode (Daily or Weekly)
Weekends (Show or Hide)
Completed tasks (Show or Hide)
Filters are remembered in your browser, so if you come back to Tasks later, it will keep the same view until you change it.
Staff Filter (Superadmin only)
Superadmins can filter tasks by individual staff members or view tasks for All Staff, making it easy to review workloads and assignments.