Filter Assigned Tasks

Use the Tasks submodule to filter your assigned tasks.

To use the Tasks submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To filter your assigned tasks:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click To-do > Tasks.
  3. Click the Grid View tab.
  4. On the grid toolbar, click Tasks filter .
  5. In the Tasks Filter dialog box, select the filters that you want to use on your assigned tasks.
    Note: When selected or cleared, the filters are applied automatically.
  6. If you selected several filters and want to remove all of them, click Clear filter .
  7. You can also save new filters, edit and save existing filters, save and overwrite existing filters, delete filters, and make existing filters as global or local filters.
  8. Click Close .