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How to Filter Task by Assignee Name?

Ray avatar
Written by Ray
Updated over 2 weeks ago

To identify a task based on the person it's assigned to, follow these steps:

Step 1: Navigate to the 'Tasks' module.

Step 2: Locate the Assignee Filter:

  • On the Tasks page, find the Assignee field.​

  • This field contains a drop-down list of all users.

Step 3: Select an Assignee:

  • Click on the Assignee field to open the drop-down menu.​

  • Scroll through the list or use the search function to find the desired team member.

  • Click on the team member's name to filter tasks.​

Step 4: View Filtered Tasks:

  • After selecting an assignee, the Tasks module will display only the tasks assigned to that individual.

These simple instructions will help you to filter the task by Assignee name.

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