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.

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.

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.

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.

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

Create a new filter from your modified criteria

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.

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).

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.