Useful Conditions for Task Visibility

Useful Conditions for Task Visibility

Below are some example visibility conditions you can use against tasks. 

These are entered in the Visible When part of a task


Task is Visible when Client is a Company
(Change to No at the end if you want the Task to only be visible if the client is NOT a company)
Idea
[[If(([[Job.ClientObject.Is Company]];=;Yes))]]
Task is Visible if there is more than one Client Contact 
Idea
[[If(([[Client.Count]];>;1))]]
Task is Visible only if the property is Leasehold
(Change the word Leasehold to Freehold for the opposite)
Idea
[[If(([[Abstract_Property_.Property.Detail.Title Type]];=;Leasehold))]]
Task is Visible only when another task is completed.
Obviously for this one, you'll need to change the  yellow part to the matter type name, and the blue part to the EXACT task name
[[Purchase_Client Care Pack Received.Task.Is Completed]]
Idea[[If(([[Purchase_Client Care Pack Received.Task.Is Completed]];=;Yes))]]
Task is Visible IF a field is empty
This example uses "Title Number" for example, the task could be to run a title number check with our land registry integration, but only if you don't already have a title number
Idea
[[IsEmpty(([[Abstract_Property_.Property.Detail.Title Number / Root]]))]]
Task Visible if the matter status is NOT [status]
(Change the != to just = if you want the task to show if it IS that status)
Idea
[[If(([[Abstract_MatterType_.Property.CaseStatusType.Name]];!=;Quote))]]

Task only Visible if the Matter was created before a certain date
Or change the < to an > if you want it to be visible AFTER a date
Idea
[[If(([[Abstract_MatterType_.Property.Creation Date_DateTimePartDateOnly]];<;01/09/2025))]]

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