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      Tasks: Filters

      Your guide on how to use filters in Tasks.

      Filters make it easier to narrow down the list of tasks on your screen.


      There are 5 different filters at the top of your screen. 

      1. Entities
      2. Assigned Users
      3. Task Type
      4. Workflow
      5. Priority

      How to use filters

      Step 1: Click on the filter you want to use.

      Step 2: Select the checkbox in the list in the pulldown menu for that filter. 


      You can click more than one checkbox. Selecting multiple checkboxes will make sure that all tasks that meet ANY of the criteria shown in the filter are displayed. 

      tasks filters

      Advanced filtering

      While selecting checkboxes reveals all of the tasks that fit ANY of those criteria, using multiple filters at once selects only those tasks which fit ALL the criteria selected.