Filter and search tasks

Use filters and search to find the right tasks faster in the BackOffice.

The task overview helps you narrow large task lists quickly.

You can combine filters to focus on the work that matters now.

Common filter groups

Employee filters

• My Tasks
• Delegated Tasks
• All Tasks

Date range filters

• Today
• Today and Tomorrow
• Next Seven Days
• This Week
• All Overdue
• All Future

Status filters

• Yet To Start
• In Progress
• Completed
• Stopped
• All Not Completed
• All Statuses

1

Open the task overview

Go to the Tasks overview in the BackOffice.

2

Choose your filters

Select the employee, range, and status filters you need.

3

Refine the result

Add more filters such as category if they are available.

4

Search by keyword

Use the search box to find tasks by name or description.

Good filter combinations

• overdue tasks assigned to you
• delegated tasks due this week
• high-priority tasks still in progress

Frequently asked questions

Can I combine multiple filters?

Yes.

That is the best way to narrow the list.

What is the difference between My Tasks and Delegated Tasks?

My Tasks shows tasks assigned to you.

Delegated Tasks shows tasks you assigned to others.

Can I search by category too?

If category filters are available in your setup, yes.

Related topics

• Tasks
• Set up task categories
• Use tasks in the mobile app