Tips & Tricks

Task Filters - Quickly and easily change filters on tasks

1. •  
     CommentAuthorMichael
   • CommentTimeJun 28th 2006 edited @ 06/28/2006 6:43 pm

    
   If you are constantly filtering to view specific tasks, try saving your filters...it will save you lots of time. Here are some examples of the types of filters one might save:
   
   1. Tasks I've opened that are Verify & Close
   2. Tasks I've assigned to each team member that are open
   3. Tasks assigned to me that are open
   
   If you're not sure how to save a filter, go to the Task page and filter by a specific Project or Assignee, then click on
   
   » Save this task filter (located at the end of the list of tasks)
   
   Enter the name of the Filter and click Save. Your saved filters can be found under
   
   » Saved task filters (located under the green Filter button)
2. •  
     CommentAuthorMichael
   • CommentTimeSep 24th 2007

    
   I wanted to updated this post with a screenshot and examples of task filters I use.
   
   Here is where the task filter can be saved (the link shows up at the bottom of the task listing):
   
   
   The saved filters also show up on the home page.
   
   ...and here are a few filters I use myself:
   
   * Assign to Me by Proj
   * Intervals Marketing
   * Intervals :: Staged
   * Intervals :: VC
   * Need Assistance
   * Owned by me VC
   * Pelago IT All
   
   Hope it helps - Michael