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Operational reporting

Advanced Task Filters for connected property operations.

Builds precise task views using selected fields, reporting periods, grouped operational work and reusable personal filters.

Practical business value

How Advanced Task Filters benefits your property business

Helps each role focus on the work requiring attention without changing the underlying task records or permissions.

01

Focus on exceptions

Managers can isolate overdue, high-priority or specific workflow tasks without rebuilding reports manually.

02

Create role-specific views

Maintenance, compliance, finance and branch teams can save different personal filters.

03

Improve reporting consistency

Selected columns and grouping provide a stable operational view for recurring reviews.

04

Avoid duplicate tracking

Teams can analyse the existing task record instead of copying work into a spreadsheet.

Operational capability

Designed to strengthen a real workflow—not add another isolated screen

A general task list becomes difficult to use when it contains repairs, compliance renewals, onboarding work and management follow-up. Advanced filters give each role a repeatable view of the tasks that matter to them while preserving the original task and permission model.

The module is configured around the people, permissions, records and outcomes already present in your operation. Proplix confirms the implementation scope before any commercial proposal is prepared.

01Detailed task conditionsConfigured around the authorised teams, records and controls in your Proplix environment.
02Visible and exported column controlConfigured around the authorised teams, records and controls in your Proplix environment.
03Operational groupingConfigured around the authorised teams, records and controls in your Proplix environment.
04Reusable personal filter templatesConfigured around the authorised teams, records and controls in your Proplix environment.
Property workflow examples

Where this can make a measurable difference

These examples show how the module can support day-to-day property work. The final design depends on your organisation, portfolio, responsibilities and connected systems.

Review overdue maintenance work by assignee and property

Filter upcoming compliance actions by date and priority

Prepare a branch workload view for weekly management meetings

Requirements-led implementation

A tailored module should match your property operation

Proplix does not force every organisation into the same setup. The team first confirms how this module should work with your property records, staff permissions, portals, communications, finance and reporting responsibilities.

Tell us what you need
  1. 01

    Agree the task fields and reporting periods that matter

  2. 02

    Define safe visible and export columns

  3. 03

    Create representative saved filters for each role

  4. 04

    Validate results against source task records

Detailed operating guidance

Continue in the Britixo Help Centre

Open the maintained setup, permission, workflow and troubleshooting guidance in a new tab while keeping this Proplix module overview available.

Open Advanced Task Filters guidance (opens in a new tab)

Plan the right route

See what a more connected property day looks like

Bring one real workflow to a Proplix walkthrough. Explore the records, handovers and decisions that matter to your team, then agree a practical next step.

UK Property software
by Britixo
Proplix · One Britixo account One account for Proplix and Britixo services Use your Britixo account to manage your companies, services, billing and support. Product access depends on your approved services. Try Proplix free for 14 days · No billing details required · No obligation · Secure email and WhatsApp activation.
Secure and controlled Built for property teams Requirements-led setup
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