Using the Import Filter Linked to a Taskboard
It is possible to set a filter rule so that only some elements of the linked module are imported.
For example you may want to add a table to your Situation Report that shows all Tasks that have not yet started.
🔑 ACCESS LEVEL: Account Owner
ℹ️ NOTE: For the below example 'not_started' is taken from the task statuses value on the Task Board. If you have edited these you will need to take the value from your new task statuses.
To do this:
- Go to the Admin Area
- Expand Templates
Click the orange Edit icon to access the task template you want the task status value from
- Once you have the applicable task status value access the Situation template
- Key in the following code into the import filter box on the table field:
- This is how it will appear on the table field on your Situation Report in the Admin Area: