Configure and Apply Tasks Quick Filters

You can use quick filters to refine the data displayed on a page. Configure which filters you want to appear in the quick filters list. In the quick filters list, select one or more values on which to filter. Use multiple quick filters to further reduce how much data is displayed. Clear a filter to show more results. Quick filter value selections are not saved with the view.

The functionality described in this topic applies to the following Tasks app pages:

Hand-offs
Work Plan
Constraints
Task List

To configure and apply Tasks quick filters:

Navigate to a page, and then select the  Settings icon.
In the Manage Views panel, select the Quick Filters tab.
In the Show section, select the quick filters you want to show in the quick filters list.
Select Save, and then select  Close.
In the  Quick Filters list, select applicable filter values, or select all.
To remove an applied filter, expand a filter list, and then select Clear Filter.
To remove all applied filters, in the Quick Filters list, select Clear All.

Tips

The Work Plan page supports additional quick filter functionality. To quickly apply activity quick filters, select one or more activity bands in the hopper or planning board, right-click the selection, and then select Set Activities as Quick Filter. To do this,  Tasks and Activities must be selected, and the Activity quick filter must be added to the view.

Last Published Tuesday, May 21, 2024