Knowledge Base Article

The Task List can be filtered for a few different reasons. One is to narrow down the list by criteria to find specific records and narrow your results. Another is to give you a count of support tasks, based on your selected criteria.

As an example, if you wanted to know how many tasks you have assigned to a specific team member, you could select a team member by clicking the "Lookup" button next to the Assigned To field. Click the "Filter List" button. You will see the total records label above the list has changed and gives you a total count of all tasks assigned to the team member you selected. The list has also changed, and displays only tasks assigned to the team member you selected.

To get started, select Workflow/Productivity > Tasks - from the main menu on the left hand side.

This will open your active tasks. To filter the list, click the "Filter List" button.

The Filter List panel will open above the task list.

Choose criteria to filter the list. Use as many of the filters as you need, you can choose one or many items depending on how you would like to narrow your results. Active tasks can be filtered by:

• Assigned To (Team Member)
• Requested By (Constituent)
• Task Category
• Priority
• Client
• Department/Chapter
• Districts
• Precincts (Select District First)
• View Tasks With Status
• Date Type
• Start Date 
• End Date

Filters are persistent, meaning even after viewing and or editing a record, the filter you are using will still be in place when you come back to the main list. You can reset the list by clicking the "Cancel Filter" button.

You can also save your filters, to use again at a later time. After you filter the list open the filters menu by clicking the  icon in the filter box. When the filter menu opens choose "Save Filter" This will bring up the "Add A New Filter" window. Enter a name for the filter and click the "Add This Filter" button. The window will close, and your filter will be saved. To load a filter at a later time, open the filters menu again but this time choose "Load Filter". A list of saved filters will be displayed. Click the filter you want to load. The filter will be applied and your list will display according to the filter criteria. To delete a filter, open the filters menu again but this time choose "Delete Filter". A list of saved filters will be displayed. Click the filter you want to delete. The filter will be deleted, the filter box will close and the list will be reset back to its original state.