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Filter Tasks

Filtering tasks improves organization, speeds up workflows, and helps you manage priorities effectively for optimal performance.

Updated over a week ago

Follow these steps to filter through tasks in our web app:

  1. Log in and Access Tasks
    • Once you've logged in, select Work from the sidebar menu and click on Tasks.

  2. Open Filter Options
    • Click on the filter icon to reveal the available filter options.
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    Tasks list with detailed task view – Screenshot showing the tasks table with category, priority, and a selected task’s details panel.

  3. Add Filters
    • Select the corresponding filters you wish to apply to narrow down your tasks search.

  4. Apply Filters
    • Click on Apply Filters to display a new list of tasks that meet your criteria.
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    Filter tasks by status, priority, and asset – Tasks filter panel with multiple filtering options ready to apply.

  5. Remove Filters
    • To remove the applied filters, click on the X icon next to the filter icon or reopen the filter options and select Reset Filters.
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    Reset or apply task filters – Filter panel highlighting the reset and apply filter buttons in the tasks view.

  6. Use the Search Field
    • You can also filter tasks by typing the task name directly into the search field.
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    Search tasks by keyword – Tasks list filtered using a search term with a matching task displayed in detail view.
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