User Manual - How to filter tasks

Tasks can be filtered by any task group by several ways:

1. Double click on required task group on Task Group panel
2. Select required task group and click on "Set Filter" button on Task Group toolbar



3. Right click on required task group and select "Set filter" from drop-down list

Setting filter by the "Name" field

To display the tasks with definite names or containing definite words in their names enter required name of the task or required words in "Name" entry field on Filters panel, click on "Apply Filter" button on Filters toolbar or press "Shift + Ctrl + T" keys.

Setting filter by the "ID" field

To display the tasks with definite id number enter required number of the task in "ID" entry field on Filters panel, click on "Apply Filter" button on Filters toolbar or press "Shift + Ctrl + T" keys.

Setting filter by the "Status" field

To display the tasks with definite statuses select required statuses from "Status" drop-down box on Filters panel, click "Ok" and click on "Apply Filter" button on Filters toolbar or press "Shift + Ctrl + T" keys.

Setting filter by the "Priority" field

To display the tasks with definite priorities select required priorities from "Priority" drop-down box on Filters panel, click "Ok" and click on "Apply Filter" button on Filters toolbar or press "Shift + Ctrl + T" keys.

Press button to select everything and button to clear.

Setting filter by the "Actual Time" and "Estimated Time" fields

To filter tasks by their Estimated or Actual time select "Estimated Time" or "Actual Time" drop-down boxes on Filters panel correspondingly, from the first drop-down list select whether the time should equal, be greater or less than the value, selected from second drop-down list, click "Ok" and click on "Apply Filter" button on Filters toolbar or press "Shift + Ctrl + T" keys.

Setting filter by the "Date Range"

To filter tasks by their Due or Start & Finish Date select "Date Range" drop-down box on Filters panel.

If you want to filter tasks only by their Due Date, only by their Start & Finish Date or by Due Date and Start & Finish Date select corresponding field from drop-down list.

To cancel filter by this field that was set earlier check "None" radio button.

To display the tasks with Due or Start & Finish Date relatively definite time or definite period of time check "Relative" radio button and select required date or period of time from corresponding drop-down list.

To display the tasks with Due or Start & Finish Date by exact date, at exact time, or to display all tasks except exact date check "Date" radio button, select required field from "Equal" drop-down list and select required date in corresponding drop-down box.

To display the tasks with Due or Start & Finish Date from required time interval check "Range" radio button and set required period of time with the help of drop-down time boxes.

Setting filter by the "Date Created", "Date Last Modified", "Date Started" and "Date Completed" fields

To quickly set a filter by the "Date Created", "Date Last Modified", "Date Started" or "Date Completed" fields, select "Date Created", "Date Last Modified", "Date Started" or "Date Completed" drop-down box correspondingly on Filters panel.

To cancel filter by this field that was set earlier check "None" radio button.

To display the tasks that were or will be created, last modified, started or completed by definite time or during the definite period of time check "Relative" radio button and select required date or period of time from corresponding drop-down list.

To display the tasks that were or will be created, last modified, started or completed by exact date, at exact time, or to display all tasks except exact date check "Date" radio button, select required field from "Equal" drop-down list and select required date in corresponding drop-down box.

To display the tasks with Date created, Date Last Modified, Date Started or Date Completed from required time interval check "Range" radio button and set required period of time with the help of drop-down time boxes.

Then click "Ok" and click on "Apply Filter" button on Filters toolbar or press "Shift + Ctrl + T" keys.

Setting filter by the "Owner" field

To filter tasks by the task owner (the person who created the task), select required resources from "Owner" drop-down box on Filters panel, click "Ok" and click on "Apply Filter" button on Filters toolbar or press "Shift + Ctrl + T" keys

Setting filter by the "Assignment" field

To filter tasks by the task assignment (the person who the tasks are assigned to), select required resources from " Assignment" drop-down box on Filters panel, click "Ok" and click on "Apply Filter" button on Filters toolbar or press "Shift + Ctrl + T" keys.

Setting filter by the "Department" field

To filter tasks by the employee's department, select required departments from " Department" drop-down box on Filters panel, click "Ok" and click on "Apply Filter" button on Filters toolbar or press "Shift + Ctrl + T" keys.

Check 'Yes' radio button to view the tasks with empty "Department" fields or 'No' button vice versa.

Setting filter by the Custom fields

To filter tasks by custom field with "list" type, select required custom field in the list of Custom Fields on Filters panel , select required custom field values, click "Ok" and click on "Apply Filter" button on Filters toolbar or press "Shift + Ctrl + T" keys.

Check 'Yes' radio button to view the tasks with empty custom fields or 'No' button vice versa.

To filter tasks by custom field with "integer" and "string" type, select required custom field in the list of Custom Fields on Filters panel , enter required custom field value in the entry field and click on "Apply Filter" button on Filters toolbar or press "Shift + Ctrl + T" keys.

To filter tasks by custom field with "float", "currency" or "duration" type, select required custom field in the list of Custom Fields on Filters panel , select how you want the tasks to be filtered, from drop-down list, click "Ok" and click on "Apply Filter" button on Filters toolbar or press "Shift + Ctrl + T" keys.

To filter tasks by custom field with "date" or "date & time" type , select required custom field in the list of Custom Fields on Filters panel.

To cancel filter by this field that was set earlier check "None" radio button.

To display the tasks with required custom field relatively definite time or definite period of time check "Relative" radio button and select required date or period of time from corresponding drop-down list.

To display the tasks with required custom field relatively exact date or to display all tasks except exact date check "Date" radio button, select required field from "Equal" drop-down list and select required date in corresponding drop-down box.

To display the tasks with custom field value from required time interval check "Range" radio button and set required period of time with the help of drop-down time boxes.

Then click "Ok" and click on "Apply Filter" button on Filters toolbar or press "Shift + Ctrl + T" keys.

Tips:

• To save the filter click on "Save filter as" button
• To clear the filter click on "Clear Filter" button or Ctrl+F9
• To delete current filter click on "Delete filter preset" button
• To automatically apply filter click on "Automatic Applying Filter" button