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FILESOFT ACADEMY / COURSE 3

Make everyday work
easier to follow.

Continue your contact-and-task app. Add clear navigation, useful search buttons and visual cues, then connect the task workflow back to the right contact.

Start lesson 1 ↗
Six lessonsFileMaker Pro 26 · macOSFull course: about 4–5 hours

Build on your working app.

Complete Course 2 first. Keep your contacts, notes, tasks, buttons and report. You will add guidance around that existing structure.

01Lesson

Add clear navigation

Move between contacts, tasks and reports using labeled buttons.

Read lesson 1 ↗
02Lesson

Find open work with one click

Run a reliable Open tasks script and restore all tasks.

Read lesson 2 ↗
03Lesson

Recognize overdue work

Display an overdue indicator that distinguishes Open tasks due before today from Done or future tasks.

Read lesson 3 ↗
04Lesson

Choose a view of the task portal

Switch a contact portal between all tasks and Open tasks.

Read lesson 4 ↗
05Lesson

Open the right contact from a task

Navigate from a selected task to its related contact safely.

Read lesson 5 ↗
06Lesson

Reopen a task and finish the workflow

Recover from an accidental completion and demonstrate the full workflow.

Read lesson 6 ↗