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Task view for planning and prioritising - Service Providers

How to use the task view to plan, prioritise or update tasks

Richard Snaith avatar
Written by Richard Snaith
Updated over 3 months ago

The task list with filters can be used to give a clear views for a manager or an individual based on filters. The filters are saved so returning will show the same view, to clear the filter click "Reset"

For example if I open the task view and display all tasks but filtered by a location in this case "Service Company" I can see all task
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I could also filter to look at all Not Completed tasks until the end of the next week. Seeing all that wasn't completed and needs to be completed by the date
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The filters depend on columns displayed and you can change the display columns from hovering on the column title and click the down arrow, adding the column to the view will allow filtering, see below


​Saving of Filters (Version 1.35 onwards)

You can save unto 6 Task filters as follows:-

  1. Turn on the filter row from slider on the right to show the filter buttons (1-6)

  2. Filter the tasks and right click on a button to save, when saved the button is coloured.

  3. You can reset the save filter by right clicking on a button and using reset.

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