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.
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GET List SavedTaskFiltersLists the saved task filters visible to the current user within the tenant: their own filters plus any shared with the practice./tenants/{tenant}/saved-task-filters
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POST Create SavedTaskFilterCreates a new saved task filter owned by the current user./tenants/{tenant}/saved-task-filters
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GET Get SavedTaskFilterGets a specific saved task filter by code. Only filters owned by or shared with the current user are accessible./tenants/{tenant}/saved-task-filters/{code}
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PUT Update SavedTaskFilterUpdates an existing saved task filter. Only the owner can update a filter./tenants/{tenant}/saved-task-filters/{code}
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DELETE Delete SavedTaskFilterDeletes a saved task filter. Only the owner can delete a filter./tenants/{tenant}/saved-task-filters/{code}
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PUT Set Menu PreferenceSets whether this saved task filter appears in the current user's menu. This is a per-user preference and does not affect other users./tenants/{tenant}/saved-task-filters/{code}/menu