Tasks - Saved Filters

Saved task filter management for personalized task views. Provides CRUD operations for creating, retrieving, updating, and deleting saved task filters. Users can save their preferred task filtering criteria (by client, status, date range, assigned user, etc.) for quick access and reuse. Saved filters are scoped to individual users within a tenant.

OpenAPI Spec

Guides Operations Schemas

GET List SavedTaskFilters
Lists the saved task filters visible to the current user within the tenant: their own filters plus any shared with the practice. Requires: ViewAll on...
/tenants/{tenant}/saved-task-filters
POST Create SavedTaskFilter
Creates a new saved task filter owned by the current user. Requires: ViewAll on Tasks.
/tenants/{tenant}/saved-task-filters
GET Get SavedTaskFilter
Gets a specific saved task filter by code. Only filters owned by or shared with the current user are accessible. Requires: ViewAll on Tasks.
/tenants/{tenant}/saved-task-filters/{code}
PUT Update SavedTaskFilter
Updates an existing saved task filter. Only the owner can update a filter. Requires: ViewAll on Tasks.
/tenants/{tenant}/saved-task-filters/{code}
DELETE Delete SavedTaskFilter
Deletes a saved task filter. Only the owner can delete a filter. Requires: ViewAll on Tasks.
/tenants/{tenant}/saved-task-filters/{code}
PUT Set Menu Order
Sets the order of the current user's saved task view menu entries. Codes must be supplied in display order. This is a per-user preference and does not...
/tenants/{tenant}/saved-task-filters/menu-order
PUT Set Menu Preference
Sets whether this saved task filter appears in the current user's menu. This is a per-user preference and does not affect other users. Requires: View...
/tenants/{tenant}/saved-task-filters/{code}/menu