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
Navigate to the Tasks section on the left-hand side of the screen
Click on the Filter drop-down located next to the search bar at the top right of the screen
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)
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)
Refine Results Using Task Metadata
Filter by Type to distinguish between different task categories
Utilize the Assignee filter to view tasks owned by specific team members
Open the Issuer dropdown to filter tasks based on the specific individual who initiated the task
Select the Group filter to categorize the list by access groups
Create and Save a Filter
Navigate to the Tasks section from the main navigation menu
Click the Filter dropdown at the top-center of the screen to open the filtering options
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Set the desired filter criteria from the available options:
Status
Due Date
Type
Assignee
Issuer
Group
Click Apply to refresh the Tasks list
Review the search results to confirm the accuracy of the applied criteria
Click Filter again and select the + Save Filter button on the right
Type a name for the new filter in the modal
Click Save to finalize
Clear Applied Filters
Option 1
Click the X to the right of the Filter button to remove the criteria from the current view
Option 2
Click the Filter dropdown to expand the options
Click Clear all filters at the bottom left of the menu