Filtering
Find tasks by status, priority, assignee, label, deadline and text
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Above the tasks is a search bar with the filter buttons next to it. Filters belong to the view: if you save them, they determine which tasks the view shows. For a filtered view, those are the tasks that match the filters. For a list, those are the manually added tasks that also match the filters.
Always-visible filters
| Filter | What you choose |
|---|---|
| Status | One or more statuses |
| Priority | One or more priorities |
| Assigned to | One or more colleagues, or Me for yourself |
| Label | One or more labels |
| View | Tasks that are in another (manual) view |
| Blocked | Blocked or Not blocked |
| Linked to | The kind of record the task is attached to, such as a customer, terrain, invoice or reservation |
| Text | Words that the name or description does or does not contain, see below |
| Deadline | A period, see below |
For the filters with a list, you choose Include (tasks with the chosen values) or Exclude (tasks without those values) at the top. For Linked to you choose the kind of item: Customer, Invoice, Reservation, Meter, Terrain, Comment, Conversation, Phone call, Bank transaction or Product.
Filtering by text
With Text you only show tasks whose name or description does or does not contain a piece of text. Upper and lower case do not matter.
- Click Text
- Choose Contains or Does not contain
- Type the text in Text in name or description, for example
Verzekering vervallen: - Click Add or press Enter
Repeat this for every text you want to add. Each text is a separate filter, so you can combine Contains and Does not contain: for example caravan, but not Verzekering vervallen:. With the cross next to a text you remove it. The button shows the text itself, or the number of texts if there are more.
Whether a task has to match all texts or one of them depends on the choice under Combining several filters. If you want to exclude several texts, leave it on Match all filters.
Filtering by date
Deadline works with fixed choices that move with the day, or with a custom range.
- Overdue, Today, Tomorrow, This week, Next week, This month
- No date (tasks without a deadline) and Has a date
- Custom range: choose a start and end date on the calendar and click Apply range. The end day counts in full
If you click a chosen option again, the filter is removed.
Combining several filters
As soon as you have two or more filters, a dropdown appears:
- Match all filters - a task must fit every filter
- Match any filter - it is enough for a task to fit one of the filters
With Clear filters you remove all filters at once.
Examples
- Everything due today that is still open: filter Deadline on Today and Status on everything except Completed
- Tasks I am waiting on: filter Status on Waiting for reply and Assigned to on Me
- Everything except the notifications about expired insurance: filter Text on Does not contain
Verzekering vervallen: - Everything around one customer: open the customer. On the Tasks tab of the customer page you will find all tasks linked to that customer
What happens next?
- Filters on your screen narrow down what you see. Only when you save them with Save view do they become part of the view, so that colleagues see the same selection.
- You can also save filters on the built-in view All. They then apply to everyone in your organisation. For that you need the permission Manage labels and shared views.
- In a filtered view, tasks appear and disappear by themselves as they match the filters or not.
- The search bar is never saved.