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Current Task List in AroFlo Office

Learn how to manage the current Tasks list in AroFlo Office

Updated on February 4th, 2026

Table of Contents

What do the colours mean? Page Features Owner field Task List Table Features Search Substatus window Schedule dates shown Permission group info Task Views

The Current Tasks list displays the open tasks accessible to you in the business unit.

You can filter and sort the list in several ways, and also create your own views!

What do the colours mean?

In the default AroFlo theme, tasks highlighted in:

Colour Definition
Rose

An assigned task that has not been viewed by any of the assigned resources.
Yellow

An assigned task that has been viewed by at least one of the assigned resources.
Light Blue A task that has not been viewed by any user from the linked business unit. If a user views the task from a different business unit, it will remain highlighted.

If you choose another theme, the highlight colours may be different.

 
 

 

Page Features

The following table lists the features of the Current Tasks page.

Function Visual How to use it
Search
  1. Click into the search field and enter at least three characters for your search.
  2. Click to either select one or more fields to search on (e.g. Task, Ref No, Job No), or select Full Company Search to search your entire company, not just the current Business Unit.)
  3. Click Search.
Business Unit Filter

Only available if you have access to multiple Business Units.

 
  • This Business Unit Only - Only displays tasks that are part of the selected business unit. 
  • Include Child Business Units - Displays tasks that are part of the selected business unit, as well as child business units. An additional Owner heading field will display. 
  • Include All Business Units - Displays tasks for all business units. An additional Owner heading field will display.

Owner field

 
 
Filter by Status

Click the dropdown menu: , on the right side of the header to filter the list by the different Task statuses (e.g. Open, Not Started, Pending, Closed, All).

You can also create custom task views. See Task Views, below.
Filter by date Click the  (calendar) to select a date range to filter by (Due date).
Email Tasks

 
 

Send an Email from this view by selecting (envelope). The email template will be blank and will let you select any client, and a number of attachment options. See Email for further detail on the email window.

If an email is sent with a Jobsheet attachment, a record of the email will also be saved against the relevant Task.

 
Search Tags

Filter the task list by selected Tags. You can add tags in the Task Worksheet and use them to link or group similar tasks. Click (tag icon) to filter by tags. See Task Tags for information on how to use this feature.
Bulk Import

 

Import tasks from an Excel file or a .CSV file. Click (upload file) to upload a file. Refer to Bulk Data Import.
Default Ordering

You can re-order the columns by clicking and dragging the column headers. Click (AZ icon) if you want to return to the default AroFlo order.
Create Task
Quick option to create a task.

 

Task List Table Features

The following lists the features of the task list table.

Function Visual How to use it
Sort

You can sort the list by clicking the arrow to the right of any column header (e.g. Type, Client, Status). Clicking the arrow again reverses the order in which the results appear. The arrow indicates which way the list is sorted.
Filter Click the magnifier to filter the list based on what you're searching for, e.g. displaying tasks for specific clients, or filtering the list on priority.
Assigned Column

 

To see all tasks assigned to yourself, click (My).

To see all tasks assigned to others:

Click the (magnifier) icon to open the Search Resources window.

  1. Select the resource(s) you want to view
  2. Click Select Resources.

Multiple Resources Assigned

The Assigned (My) column can fit a maximum of three lines of text, so if you assign a task to more than three resources, AroFlo will display the first two names and a link to any others. If only three names are assigned, they will all be listed.

 
Status/Substatus Columns

 

Clicking the arrow next to the word Status/Substatus sorts the list by status/substatus, i.e. all tasks appear and those with a status/substatus are grouped accordingly.

You can also filter for tasks with particular statuses/substatuses.

Click the (magnifier) icon to open the Search Status/Substatus window.

Search Substatus window

 
 
  1. Click to select the status(es)/substatus(es) you want, or click the box in the top left of the window to select all statuses/substatuses.
  2. Click Select Task Statuses/Select Substatus to refresh the list.
Scheduled Column

Tasks that have been scheduled will display a schedule date in this column. Tasks that are not currently scheduled will show Set.

To see tasks scheduled to yourself only, click (My).

Schedule dates shown

This column will display schedule dates from today onwards.

  • The Task Schedule Visibility setting in Site Administration may restrict the future dates shown.
  • If you filter by 'My' tasks, the results shown will include tasks with a schedule up to five days before today.
  • If you are in a permission group that limits the schedules shown to be only yours (Task filter 'Assigned or Scheduled to User'), the results shown will include tasks with a schedule up to five days before today.

Permission group info

This includes users in the 'Worker' permission group.

For custom permission groups, Site Administrators can check this via Permission Groups > Tasks > Filters > Assigned or Scheduled to User > View (set to ticked)

 
 
 
 
Preview Panel

Click the preview button to reveal a Task Preview with information about a Task. The preview displays essential task information without accessing the whole Task Worksheet.
Underlined items

Any text that is underlined is an active link. Generally, this shows all tasks associated with what you've clicked, e.g. clicking a client name displays all tasks belonging to that client.
Actions

 

Click the options button (three dots) in the Actions column to copy a short URL to that task. This function is also available from within a task.

 

Task Views

You can create your own customised task views using the available filters and columns. You can mix and match the filters and also reorder the columns. Here are a few examples, but the possibilities are endless!

Show:

  • Only tasks with a Priority attached to them
  • Only tasks for a certain client
  • Only tasks belonging to one or more Substatuses
  • Unscheduled tasks at the top of the list
  • Only tasks belonging to one or more task types
  • Only tasks that are assigned to you
  • Tasks belonging to certain task types and are assigned to you
  • All tasks for one client and belonging to one or more task types.

Click the status filter dropdown at the top right to create and manage task list custom views.
 

Create custom view ➕

  1. Click (plus button)
  2. Enter a name for your view
  3. (optional) click to enter a description for this view
  4. (optional) tick Set as default if you want this view to display by default when accessing the task list via Workflow > Tasks.
  5. Click for Filters to set the filters you want this view to use, e.g. Priority, Task Type, Client, Substatus. Confirm once done.
  6. Click the pill for each filter to choose which ones to use, for example, which priorities, task types, or clients.

    Feel free to mix and match filters, e.g. high priority tasks for certain task types.

     
  7. Select which Columns you want this view to use by:
    1. using the and dragging them up or down in the list
    2. clicking the column name to sort the list using this column (ascending or descending)
    3. removing columns completely

      Accidentally removed a column?

      Click if you need to reinstate columns you accidentally deleted.

       
  8. Click
    1. Create View and close the window to return to the task list, or alternatively
    2. the (three dots) next to Create View to Create and apply the view to the task list.

Your view you just created can now be found within the task views dropdown under ‘Custom’.

Default View

If you set a view as a default, this will be indicated in the task view list with a (pin icon).

 
In this example, we've only chosen to display tasks with a priority attached to them, i.e. not priority of ‘none’ and left the columns in the default order.

 
In this example, we've only chosen to display tasks with a priority attached to them, i.e. not priority of ‘none’ and left the columns in the default order.
  
 
 

Manage custom views ✏️

Click (pencil button) to manage your custom views.

From here, you can:

  • Use the to reorder your custom views
  • Edit a custom view by clicking the (pencil) beside the view you want to edit. See the above section

    Edit or remove default

    - To set a different view as the default, simply tick Set as default and this will override your previously-set default.

    - To remove a view from being a default, untick Set as default.

     
  • Delete a view using the red cross
  • Create a new custom view using the . See the above section.

 
 
 
 

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Current Task List in AroFlo Office
Completed Task List
Task Preview
Task Tags
Delete a Task or Quote
Linking Tasks
Completing a Task
Merge Tasks