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
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"
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
- Precincts (Select District First)
- View Tasks With Status
- Date Type
- Start Date
- End Date
Click the "Filter List" button and the list will display
only the tasks that meet the selected criteria.
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"
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.