Task Filter

The Task Filter feature lets Admins refine and organize tasks on the All Tasks page. Use filters such as Order ID, Assignee, or Dates to quickly locate tasks and streamline management.

What You Can Do

• Apply filters to narrow task lists

• Combine multiple filters for precise results

• Search tasks by ID, user, status, or timeline

• Reset filters to return to the full list

Why It Matters

• Saves time when managing large volumes of tasks

• Helps Admins focus on urgent, overdue, or high-priority work

• Provides better visibility across the team’s workload

Who Can Use This

• Admins and SuperAdmins

• Access to the Tasks module is required

Getting Started

1. Go to All Tasks

   • From the left sidebar, click Tasks → All Tasks

2. Open the Filter Panel

   • Click the Filter button at the top

   • Select + Add Filter

3. Available Filters You can filter tasks by:

   • Order ID – Locate tasks by their linked order number

   • Assignee – Show tasks assigned to a specific team member

   • Status – Filter by task progress (Pending, Progress, Review, Done, etc.)

   • Priority – Focus on High, Medium, or Low priority items

   • Label – Narrow down by task labels or categories

   • Kick Off Date – Show tasks starting on or after a date

   • End Date – Show tasks due by a specific date

4. Review and Adjust

   • Tasks update instantly based on filters applied

   • Combine filters (e.g., Assignee + Status + Priority) for refined results

   • Click Clear Filters to reset

Important Notes

• Filters are available only on the All Tasks page

• Filters persist during the session but reset on page refresh

• Filters affect only your view—they do not impact other users

• Date-based filters support both specific dates and ranges