Filter Tasks

Navigate to the Manage area, Tasks page. The + New Filter button provides the ability to filter for certain types of tasks based on selected criteria.

To define a filter:

  1. Click the +New Filter button.

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  1. Filter criteria will expand at the top of the page with the Tasks table appearing below.

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  1. Select the criteria to be used for filtering by clicking the + next to one or multiple of the following:
  • Campaigns:  The name of the campaign in which the task resides. All available campaigns will be listed, or users may type into the Campaigns search field provided at the top of the list.
  • Workflows: The name of the workflow in which the task resides. All available workflows will be listed, or users may type into the Workflows search field provided at the top of the list.
  • Steps: The name of the step in which the task resides. All available steps will be listed, or users may type into the steps search field provided at the top of the list.
  • Tasks: The specific task name of interest.  All available tasks will be listed, or users may type into the tasks search field provided at the top of the list.
  • Assigned To: This will be either user to which the task is assigned, or “Participants”.  In regards to users, all available users will be listed, or users may type into the users search field provided at the top of the list.
  • Sites: The tasks associated to a particular site or sites.  All available sites will be listed, or users may type into the sites search field provided at the top of the list.
  • Status Category: The tasks that currently have certain statuses.  All status categories will be listed, or users may type into the status category search field provided at the top of the list.
  • Status Reasons:  The reason provided for the status of a task.  All defined reasons will be listed, or users may type into the status reason search field provided at the top of the list.
  • Due Date: The Due Date of the task.  From the dropdown users may select one of the following:
    • Custom:  Allows for entry of a date range into the two date fields.
    • Today: Selects the current day.
    • Tomorrow: Selects tomorrow’s date.
    • This week: Selects a seven day date range starting with today’s date.
    • This month: Selects the current month, e.g. if this is selected on October 17, 2017, “this month” will be from October 1, 2017 until October 31, 2017.
  • Last Updated: From the dropdown users may select one of the following:
    • Custom:  Allows for entry of a date range into the two date fields.
    • Today: Selects the current day.
    • Yesterday: Selects yesterday’s date.
    • This week: Selects a seven day date range starting with today’s date.
    • This month: Selects the current month, e.g. if this is selected on October 17, 2017, “this month” will be from October 1, 2017 until October 31, 2017.
  1. When a criterion is selected, a dropdown appears in which text may be entered to search for the desired criterion, or the criterion can be selected from the visible list in the dropdown.

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  1. Once a criterion is selected, it will appear highlighted in blue, and can be removed as a criterion by clicking the x next to the criterion.
  1. Multiple criteria may be selected within the same filter.
  1. Any selected criteria may be cleared by clicking the Reset link.
  1. To apply the filter based on the selected criteria click the Apply button.

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  1. The Filter section will collapse, an Unsaved Filter will be listed in the filter drop down, and the Tasks table appearing below the filter criteria will now be filtered based on the selected criteria.