Filtering, Searching and Exporting Tasks

Filtering

On the tasks listing page, click the Filter bar to expose the filters form:

You can filter for tasks using all of the available filters. When you’ve selected your criteria, click the Filter button to filter the tasks. Click the Cross or Clear button to remove the filters:

Searching

Is there a quick way to search for a task from anywhere in the system?

You can use the system search bar at the top of the page. Type the task name into the search box and hit Enter in order to search the system.

Note: Select “Task” from the dropdown in order to narrow your search:

Exporting

From the tasks listing, you can easily export the list as CSV or PDF via the Export menu.

Note: If you have any filters applied, you will export only your filtered tasks. Remove all filters to export ALL tasks