Viewing and filtering tasks

When you select a filter from the left pane, the tasks are listed on the right. You can manage this task list with these options: 

Number

Description

Name of the filter that you are using.

Existing criteria on the filter that you can use to refine your task list.

Create a new criterion to further filter your task list.

Select this button to apply filter criteria and refresh your task list.

Save your filter with criteria and selected columns.

Add/remove columns in your task list.

Perform actions on selected task(s).

Your task list. Icons on the task indicate the task status. Selecting the task name opens up task details in a new tab/window.

Depending how your task form was set up, you will be able to select either:

  • to open the task in a Details blade or

  • to open the task in a new window.