How do I sort and / or filter my tasks?

Learn how to customize the display of your tasks by sorting them or creating smart filters.

Go to the Tasks area of ​​your workspace.

How do I show / hide a task list?

  • Click All Lists. (located on the right, just before the Filter field.)
  • Check All to show all lists, None to hide all, or check a specific list.
  • Click on Validate to save your display preferences.
The task lists will be displayed according to your criteria.
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How to sort your tasks according to their status, start date or due date?

  • Click on the Options (...) of the Tasks module.
  • Choose one of the 4 criteria (explained below).
The tasks are sorted in real time according to the chosen criterion.
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The 4 sorting criteria on the tasks are:

  • Free positioning: position and organize your tasks as you wish.
  • Due date: classifies your tasks according to their due dates.
  • Start date: classifies your tasks according to their start dates.
  • Status: not started, in progress, completed, refused, validated.

How to filter your tasks and automate their display according to your criteria?

  • Click Filters (located under the name of the workspace).
  • Click on + New Filter, then customize your filter according to the criteria displayed.
  • Select one or more Managers, add Tags, tick the relevant Status, indicate the dates, the recurrence, the Title of the task or the list concerned according to your need.
  • Click Filter to view the result, or Reset to return to the default settings.
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How to save your filters?

  • Follow the previous step to create a filter.
  • Click Save at the bottom of the column.
  • Name your filter.
  • Click on the blue floppy disk to save your filter.
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The filters created are found where new filters are created.

How to modify an existing filter?

  • Click on Filters, located under the name of the workspace, your saved filters are displayed.
  • Click on the filter to modify and click on the "Pencil" pictogram to edit your filter.
  • Make your changes, then click Filter and then Save changes.

Update the filter created by clicking on Save

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Create a new filter from your modified criteria

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How to retrieve the URL of a task filter?

  • Click Filters (located under the name of the workspace).
  • Click on one of your filters and then on the "Chain" pictogram.
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How to export your task filters?

  • Click Filters, located under the name of the workspace.
  • Click on one of your filters
  • Click the options for this filter and click Export.

    Exporting your filter generates an Excel-type file (.xls).
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How do I remove a task filter?

  • Click Filters (located under the name of the workspace).
  • Click on the "Trash" pictogram corresponding to the Filter you wish to delete.

    The operation is immediate.
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