The volunteer task list can be filtered for a few different
reasons. One is to narrow your results by using criteria to find specific
records. Another is to give you a count of volunteer tasks, based on your
selected criteria.
As an example, if you wanted to know how many volunteer tasks are
assigned to a specific client, you could select that client from the Associated Client drop-down list. Click
the "Filter List" button and you will see only the tasks associated
to that client in the list. You will see the total records label above the list has changed and gives you a
total count of all volunteer tasks associated to the client you selected. You
can choose as few or as many criteria as you need.
To get started, select Volunteerism > Volunteer Tasks - from the main menu on the left hand side.
The volunteer tasks list will open. To filter the list, click the "Filter List"
button.
The Filter List panel
will open above the volunteer 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. Volunteer Tasks can be filtered by:
- Volunteer ID
- Volunteer Task Group ID
- Associated Client ID
- Task Status
- Public Status
- Task Outcome
- Department/Chapter
- Districts
- Precincts (Select District First)
- Associated Organization/Location
- Task Category
- Date Entered Range
- Date Assigned Range
- Task Start Date Range
- Task Completed Range
Click the "Filter List" button and the list will display only the
volunteer 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"
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.