Summary: Task filtering allows you to narrow down and find specific tasks based on various criteria such as assignee, organizational unit, priority, and due date. This helps you focus on the tasks that matter most to you and your team.

General Information

What is Task Filtering?

Task filtering allows you to narrow down and find specific tasks based on various criteria such as assignee, organizational unit, priority, and due date. This helps you focus on the tasks that matter most to you and your team.

Why should I use filters?

Filters help you:

• Find relevant tasks quickly
• Focus on high-priority items
• Monitor tasks within specific departments
• Track assignments for team members
• Manage your workload based on timeframes

Basic Filtering

How do I filter tasks?

1. Look for the filter controls above the Task Board
2. Click on any of the filter icons (Unit, Person, Date Range, Priority)
3. Select your desired filter criteria from the dropdown menu
4. The Task Board will automatically update to show only tasks matching your filters

What search options are available?

You can use the search bar to quickly find tasks by:

• Task title
• Task description
• Task keywords
• Other relevant task content

Just type your search term in the search box with the magnifying glass icon.

How do I filter by organizational unit?

1. Click the Unit filter button (building icon)
2. Select a unit from the dropdown list
3. The task board will update to show only tasks associated with that unit

How do I filter by person/assignee?

1. Click the Person filter button (user icon)
2. Select a team member from the dropdown list
3. The task board will update to show only tasks assigned to that person

How do I filter by date range?

1. Click the Date Range filter button (calendar icon)
2. Choose from preset options:
   • Today
   • This Week
   • This Month
   • Custom Range
3. If you select Custom Range, you can specify exact start and end dates
4. The task board will update to show tasks within that date range

How do I filter by priority?

1. Click the Priority filter button (funnel icon)
2. Select from available priority levels:
   • Low
   • Medium
   • High
   • Critical
3. The task board will update to show only tasks with the selected priority

Can I combine multiple filters?

Yes, you can apply multiple filters simultaneously to narrow down tasks even further. For example, you could show all high-priority tasks assigned to a specific person that are due this week.

How do I know how many filters are active?

The filter bar displays a counter showing the number of active filters. For example, “3 active” means you have three different filter criteria currently applied.

How do I clear filters?

To remove individual filters:

1. Click on the filter button again
2. Select the “All Units”, “All Persons”, or blank option to clear that specific filter

Advanced Features

Can I filter by organizational hierarchy?

Yes, when you filter by organizational unit, you’re filtering based on your organization’s structure. This allows you to focus on tasks specifically assigned to different departments or teams.

How does person filtering work with unit filtering?

When you select an organizational unit first, the person filter will automatically update to show only people within that unit. This makes it easier to filter for specific individuals within a department.

Can I see who’s assigned the most tasks?

Yes, by using the person filter, you can select different team members to see how many tasks are assigned to each person, helping with workload management.

Does the filter affect all users?

No, filters are applied only to your view of the task board. Other users can apply their own filters without affecting your view.

Troubleshooting

No tasks are showing up after applying filters

1. Check if your filters might be too restrictive
2. Try clearing individual filters one by one to determine which one is limiting your results
3. Verify you have permission to view the tasks you’re filtering for
4. Ensure tasks exist that match your combined filter criteria

The person dropdown is empty

1. First select an organizational unit
2. The person dropdown will populate with members of that unit
3. If it remains empty, the selected unit may not have any active members

The filters don’t seem to be working correctly

1. Refresh your browser page
2. Clear all filters and try applying them again
3. Check your network connection
4. Ensure you’re logged in with the proper permissions

I can’t see certain organizational units

1. Units displayed are based on your permissions and role
2. You may only see units you’re a member of or have access to
3. Contact your system administrator if you need access to additional units

Best Practices

How should I use filters efficiently?

1. Start with broader filters before narrowing down
2. Use the search function for specific task details
3. Apply organizational unit filters before person filters
4. Use date filters to focus on immediate priorities
5. Monitor high-priority items across different team members

When should I use date filters?

Date filters are particularly useful for:

1. Planning your daily or weekly workload
2. Preparing for upcoming deadlines
3. Reviewing tasks completed within a specific timeframe
4. Identifying patterns in task scheduling and completion