Filtering Views

Subtopics

You can use filters to define and view a subset of tasks to which you have security access. You can filter on various attributes such as Task Type, Active, Assignee, Priority, Owner, Approver, and Status.

A number next to each attribute indicates the number of tasks associated with that attribute. For example, if 10 tasks have a Completed status, the Completed attribute in the Status category shows (10). For attributes with a large number of values, the system displays the top ten items sorted in descending order, and displays a “+ more” link that you can click to view more items. Any custom attributes that you created are also displayed and selectable.

When you select values of one attribute, the possible choices of other attributes may change depending on the data. For example, suppose you select Status and Owner attributes. If you filter the Status attribute to show only the Pending tasks, the Owner attribute displays only owners of Pending tasks.

Note:

You can only filter on attributes that have the Display option enabled. You cannot filter on dynamic fields, for example, numbers.

  To filter tasks using one attribute:

  1. Click Filter Tasks to expand the list of tasks in the left panel.

  2. From the Filter Tasks task list, click on an individual task or attribute from a task category.

    For example, under Status, you can click Pending.

  3. The view changes to display only filtered tasks.

  To filter tasks using multiple attributes:

  1. From the task list on the left pane, choose a method:

    • Click the category criteria by which to filter, for example, Task Type.

    • Click the Select Values button, Select Filter Values button, next to the category.

  2. From the Select Filter Items dialog, do one or more of these actions:

    • Select All to filter by all items.

    • Select one or more items by which to filter.

    Note:

    Some items might be unavailable based on other filter settings.

  3. Click OK to refresh the list with the filtered criteria.

    Tip:

    To remove filter criteria, click the Reset button for any attribute to which a filter has been applied. To remove all filter criteria, click the Reset Filter button, Reset Filter button and all tasks are displayed.