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Filtering and Sorting Tasks

Filtering Tasks allows you to expand your view beyond your own Tasks to all Tasks for all Users, and pare down the list as well to specific assignees, statuses, and more.

Contents

Filter
Search
Lists

Filter

To open your filtering options from the Tasks page, select "Filter" on the right hand side. 

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This will expand your Filter options. From here, use the following categories to pare down the displayed Tasks, or expand your view of Tasks that have been assigned. Multiple Filters can be applied at one time.

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You are also able to constrain your list of visible tasks according to whether they are completed or outstanding: 

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Click on the column headers to re-order the list in ascending or descending order.

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Search

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Under Search, input a portion of text that has been entered as the Task's name or the Task's Description.

Lists

Filter Options under Task Lists is limited to Practice Area or text entered in the name or description of a Task in the List.

For more details on Task Lists, see the "Creating and Managing Task List Templates" article.

For more details on Tasks, see the "Creating Tasks" article.

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