Task Flow Pro is a Microsoft Dynamics 365 Business Central extension that turns routine follow-ups into an automated, measurable workflow — with a live data engine that lets every task double as a KPI monitor.
Task Flow Pro replaces scattered spreadsheets, email chases, and verbal follow-ups with one automated system inside the ERP your team already uses.
Define a task once with its schedule dates. Reminders are generated automatically on each date, for every person in the chain — no manual re-entry.
Route a task through up to five users in sequence. When one completes their step, the next is handed the task automatically and notified.
Attach a Count & Sum data table to any task and watch progress in real time against your actual Business Central records.
Measure records only up to a point in time — Today minus any number of days you choose. Fully customizable, auto-refreshing, and frozen per reminder.
A month view, opened from the reminders screen, showing every task allotted to a user — one clean row per task per date, with today highlighted.
A strict, reliable visibility rule means users see only their own, delegated, or managed reminders. SUPER users get full oversight.
Attach Excel, Word, or PDF files — or a note — to any reminder as evidence, bound to the exact task entry it belongs to.
The reminders workpad opens automatically at login when tasks are open, and periodic reminders keep overdue work in view.
Every handover is timestamped with who held the task and who received it. Managers can trace the full chain end to end.
Colour-coded Role Center tiles surface what matters immediately: pending, overdue, and completed-today counts.
Create a task card with its type, manager, cutoff days, and the schedule dates it should fire on.
Add routing lines naming the applicable user and up to four send-to users, each with an optional data filter.
On each schedule date, reminders are created automatically for everyone in the chain, with figures frozen in.
Users complete their step; the task hands over to the next person automatically, fully audited.
Every task can carry its own data table with Count and Sum plus filters — showing figures at record creation AND live figures right now, so you know whether the work is done and to what extent.
Records the Count at Creation and Sum at Creation, then shows Live Count and Live Sum on every view. A task that opened at 83 records and now reads 23 means 60 are cleared — 72% done. Progress you can measure, not guess.
Measure records only up to a point in time — say everything posted up to a few days ago. Pick any date field and the filter locks to "on or before" a cut-off set automatically as Today minus your chosen days (2, 10, even 100 — fully customizable).
Each reminder freezes its own cut-off at generation, so new records flowing in never move the target the user was given.
The same engine doubles as a personal dashboard. Create a task under your own user ID, add a location- or zone-wise filter with a period field, and select the Amount field for the Sum.
Now your own scheduled reminder delivers a live sales figure straight to your task pane, refreshing as the day progresses.
Opened directly from the reminders screen, it gives every user a clear, month-by-month view of the tasks coming their way — so they always know what is allotted to them and when.
Lists the scheduled dates of every task the user is part of — upcoming and past — organised by date. Today is highlighted and past dates are shaded, so the eye lands on what matters now.
A user sees a task if they're the Applicable User or any Send-To User. Even with ten routing lines, it appears once per date with just the main description — and labels the user's role.
Authorised SUPER users get a "Select User" control to view any individual's calendar — ideal for checking a team member's upcoming load — while regular users see only their own.
Each entry shows whether its reminders have already been generated or are still pending, so users can distinguish work that has landed from work still on the way.
Task Flow Pro enforces a strict, reliable boundary around who can see what.
A user sees a reminder only if it is assigned to them, delegated to them, or belongs to a task they manage. Computed as an exact allow-list in a protected filter users cannot widen — one manager can never see another's reminders.
Authorised SUPER users can see all reminders and view any user's allotted-tasks calendar, for genuine administrative oversight — without loosening the boundary for everyone else.
Published with source download and debugging disabled, so your deployed extension and its symbols never expose the underlying code — protecting the investment in the solution.
Against spreadsheets, email chases, and generic to-do tools.
| Capability | Spreadsheets / Email | Generic To-Do | Task Flow Pro |
|---|---|---|---|
| Inside Business Central | No | No | Yes — native |
| Recurring auto-generation | Manual | Partial | Automatic |
| Multi-level handover chain | No | Rare | Up to 5 users |
| Live data (Count / Sum) | No | No | Live + frozen |
| Filter on real ERP data | No | No | Any table, any filter |
| Auto cutoff date | No | No | Customizable (Today − X) |
| Self-service KPI monitor | No | No | Yes |
| Allotted-tasks calendar | No | Basic | Role-aware |
| Proof-of-work attachments | Scattered | Some | Bound to reminder |
| Reminder-level security | No | Limited | Strict allow-list |
| Audit trail of handovers | No | Limited | Full, timestamped |
Whether you're chasing pending bills, routing month-end tasks, or building a self-updating sales monitor — Task Flow Pro turns routine follow-ups into a measurable, automated workflow.