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Categories Tasks & Workflow
Created by David Martinelli
Created on Oct 12, 2023

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Tasks filtering - Workflow deadline filter

It would be useful to add to the tasks filter a worfklow calendar filter. For accounts preparation tasks, we use workflows and some worfklow deadline dates are sometimes 4 to 5 months before the actual clients' accounts filing deadlines. So having a workflow deadline calendar would ensure that we can see such tasks appearing on our lists much sooner than actual tasks deadlines.

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    Miriam Sackie-Mensah
    Oct 13, 2025

    Hi David,

    Thank you for your message and for the clarification — I really appreciate it.

    I realise now that I marked this as "shipped" in error, having confused it with a different request. I appreciate you pointing that out.

    I've reopened the request and noted it for future consideration as we plan upcoming improvements.

    Thanks again for taking the time to share your feedback — it’s always valuable.

    1 reply
  • David Martinelli
    Oct 6, 2025

    I see what you did there!

    You marked this as 'shipped' but it is not 'shipped' in line with the spirit of this request. Maybe I could have been clearer. Or I do not see this workflow deadline calendar yet, in which case please let me know how this is supposed to be working.

    I know about and use the workflow and task deadline sorting option. It is very helpful but it is not the same as a filter which will only list all the tasks with a workflow group deadline within a chosen date range. I will give you an example:

    • I want to list all the tasks I have to work on during October even if their deadline is in 9 months. On those tasks, there are some subtasks in a subtasks group which have a deadline of 31 October.

    • Currently, if I want to FILTER the above tasks, I have to select a date range from today to 9 months. The filter only understands tasks deadlines and not subtasks group deadlines.

    • If I do not do the above and only select the date range from 1 to 31 October, the tasks which have a deadline in 9 months, but have workflows with subtasks group with a 31 October deadline, will not be picked up by the filter

    Please let me know if I am not looking in the right place for this new workflow deadlines filter, or if you have any question about the above request which I hope you can re-instate.

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