How To Filter Tasks

Figure 32-4 shows the filter fields.

Figure 32-4 Filters—Assignee, Status, Search, and Advanced Search

Description of Figure 32-4 follows
Description of "Figure 32-4 Filters—Assignee, Status, Search, and Advanced Search "

Filters are used to display a subset of tasks, based on the following filter criteria:

  • Assignee

    From the Assignee drop-down list, select from the following:

    • Me—Retrieves tasks directly assigned to the logged-in user

    • My Group—Retrieves the following:

      • Tasks that are assigned to groups to which the logged-in user belongs

      • Tasks that are assigned to an application role that the logged-in user is assigned

      • Tasks that are assigned to multiple users, one of which is the logged-in user

    • Me & My Group—Retrieves all tasks assigned to the user, whether through direct assignment, or by way of a group, application role, or list of users

    • Me (Previously)—Retrieves tasks that the logged-in user has previously updated or closed

    • Me (Review Only)—Retrieves task for which the logged-in user is a reviewer

    From the My Staff Tasks tab, select Reportees.

  • State—Select from the following: Any, Assigned, Completed, Suspended (can be resumed later), Withdrawn, Expired, Errored (while processing), Alerted, or Information Requested.

  • Search—Enter a keyword to search task titles, comments, identification keys, and the flex string fields of tasks that qualify for the specified filter criterion.

  • Advanced—Provides additional search filters.

Note:

If a task is assigned separately to multiple reportees, then, when a manager looks at the My Staff Tasks list, the manager sees as many copies of that task as the number of reportees that the task is assigned to.