Microsoft Dynamics 365 Business Central Extension
Task Flow Pro
Intelligent Task & Reminder Management
for Microsoft Dynamics 365 Business Central
Automate.
Delegate.
Track.
Complete.
Intelligent Task & Reminder Management
for Microsoft Dynamics 365 Business Central
Task Flow Pro eliminates the chaos of chasing people for updates. Every task is routed automatically, every handover is timestamped, every file is attached — all inside Business Central.
Three colour-coded cue tiles and a live reminders panel are embedded directly on the Business Central Role Center home screen. No navigation required — tasks are the first thing every user sees.
Each routing line defines a chain of users. Tasks flow automatically from person to person — the moment one completes their step, the next receives their task instantly.
Define the task, set its type, assign a manager, and add the dates you want it to run. Today's date fires immediately on save — no manual trigger needed.
On each routing line, add the starting user and up to 4 handover users. Add a narration, set deadline days per step, and optionally link to a BC table for data counts.
At midnight on each scheduled date, the Task Generator runs (or instantly for today's dates) and creates entries for all routing line users simultaneously.
Users log in to see their tasks on the dashboard. They set Status to "Started WIP" to begin, attach proof of work, and set "Completed" when done.
The moment a step is completed, the next user's entry is created, their dashboard updates, and they receive a notification — zero manual effort.
Link any task routing line to any table in Business Central. Count records, sum any numeric field, and freeze a point-in-time snapshot — then compare it to the live figure at any point in the cycle.
Link a routing line to any BC table — Sales Line, Item Ledger Entry, Customer, custom PTE tables. Any object.
Use BC's own filter page to build conditions — exactly as you would on any list. No SQL required, no custom coding.
Count at Creation and Sum at Creation are locked the moment the task entry is generated — your permanent point-in-time reference.
Live Count and Live Sum recalculate dynamically each time you view reminders. Compare against the frozen snapshot to analyze what changed.
Click any count or sum to open the source table pre-filtered — see the exact records behind the number.
Heavy FlowField calculations run only when you press Refresh. Opening the list is instant even on large datasets.
Every time a user logs into Business Central with open tasks, the reminders workpad opens automatically. No task is silently waiting.
A background task runs throughout the user's session and re-opens the reminder panel every 4 hours — while Business Central stays open.
When a task is handed over, the next user receives an instant notification: task name, description, due date, and who passed it to them.
Tasks overdue by 2+ days automatically trigger an escalation alert to the Manager User ID. Fired once per entry via Job Queue — no duplicates.
Users cannot jump straight to "Completed." The system requires "Started WIP" first — ensuring every task has an accurate start timestamp.
Sees only their own assigned or delegated tasks. Completed tasks auto-hide. Cannot create or modify task definitions.
Sees all entries in tasks they created or manage — including completed steps across the full chain. Can create and configure tasks.
Explicitly whitelisted users who can view all reminder entries across all tasks — without task creation rights.
Full visibility and creation rights. Cannot be locked out. Dedicated admin deletion page for cross-creator cleanup.
See exactly what Task Flow Pro adds to the Business Central experience that standard task management cannot provide.
| Feature | Standard BC Tasks | Task Flow Pro |
|---|---|---|
| Multi-user handover chain (up to 5 levels) | ✗ | ✔ Yes |
| Auto-creates next user's task on completion | ✗ | ✔ Yes |
| Live data count/sum from any BC table | ✗ | ✔ Yes |
| Role Center cue tiles (colour-coded) | ✗ | ✔ Yes |
| Login popup + 4-hourly reminder | ✗ | ✔ Yes |
| Automatic escalation alerts | ✗ | ✔ Yes |
| Entry-level file attachments (proof of work) | ✗ | ✔ Yes |
| Full handover audit trail with timestamps | ✗ | ✔ Yes |
| Parallel chains per task (multi-branch) | ✗ | ✔ Yes |
| Schedule by specific dates (unlimited) | ✗ | ✔ Yes |
| Drill-down to source records | ✗ | ✔ Yes |
| Frozen vs. live figure comparison | ✗ | ✔ Yes |
| Role-based visibility (explicit whitelist) | ✗ | ✔ Yes |
Task Flow Pro is built for teams who are serious about accountability, traceability, and getting things done inside Business Central. Reach out for a personalised demo or pricing.
Assign permission sets → configure notification account → open Task Flow Pro Setup → create your first task → schedule Job Queue entries. That's it. We'll guide you through every step.