Filtering Displayed User Tasks
The Tasks pane shows you all user tasks that you are allowed to see and that require you to complete an action. You can apply filters to the tasks displayed in the Tasks List:
• My Tasks filter: Displays only the tasks where you or the group you are member of are set in the “Assignee” or “Group” property; hides all tasks that are not explicitly assigned to you or your group.
• Status- and Type-based filter: Allows selecting and applying filters based on the status and type of the user task shown in the Tasks List.
Both filters are cumulative. For example, if you apply the My Tasks filter and then a status-based filter, the status-based filter is applied to the already filtered Tasks List. Each filter is saved as user setting and persists from one session to another.
To apply the My Tasks filter:
Click the My Tasks button so it turns orange.
The Tasks List shows only the tasks that are assigned to you or the group you are member of.
To display all tasks again, click the orange My Tasks button so that it turns gray.
To apply a status- or type-based filter:
1. Click the Pane Menu button.
2. Select Add or Remove Filters.
The Add Or Remove Filter window opens. The list is divided in Task Status and Task Type.
3. Select the information you want to display or deselect the information you want to hide:
To apply a status- and time-based filter, expand Task Status and select “All active,” “Completed last 30 days,” or “Completed last 7 days.” “All active” is selected by default and therefore only tasks that still require an action are shown. The two other options show completed user tasks that can no longer be edited.
To apply a task-type-based filter, expand Task Type and select one of the task types (for example, Request or Start). All task types are selected by default.
You can use the search box to find a particular filter.
4. Click the Close box or click anywhere outside the window to apply the filter and update the Task List. This setting persists from one session to another.
