Maximize oversight of entity obligations and deadlines by leveraging the newly enhanced filtering system within the Tasks page.
Overview
The Tasks page has transitioned from a card-based status view to a robust, filter-driven interface. By replacing the status cards with two dynamic filters (Overdue and Status), users can now generate more granular views of their workload and focus on the most critical items.
Availability: All customers.
Filter Tasks by Timeline and Status
Select the Due Date filter at the top of the Tasks list to toggle between All tasks or Overdue items (this replaces the previous Overdue card view)
Open the Status filter to isolate tasks by their current stage, such as New, In Progress, or Completed (this replaces the previous colored status cards)
Refine Results Using Task Metadata
Open the Issuer dropdown to filter tasks based on the specific individual who initiated the task
Utilize the Assignee filter to view tasks owned by specific team members
Select the Group filter to categorize the list by access groups
Filter by Type to distinguish between different task categories