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How do I sort and filter tasks?
Easily organize your task list by applying filters and sorting options.

You can sort and filter your tasks in multiple ways. Keep in mind that filters apply across all tabs in the Task Manager—not just the one you're currently viewing.

 

Sorting

When you want to change the order of the tasks in your Task Manager, you can use the arrows next to each header to sort by:

  • File name.
  • Who the task is Assigned To.
  • Or by the task Due Date.
    • The arrow with a gray circle is the one you're currently sorting by.
    • You can opt to sort in ascending order or descending order by clicking the arrow.

How to sort tasks.gif

 

Filtering

When you want to change which kind of tasks are displayed in your Task Manager, you can filter by File, by type of task, and/or by who the task is assigned to.

 

By File

  1. Click the File header to open a File list.
  2. Scroll and click the checkboxes to choose the Files you'd like to filter by.
    1. Or use the search bar at the top of the list to locate specific Files.
  3. Click Apply Filters. Now, each of your tabs will only display tasks from the selected files.

    Filter by file.gif

By Type

  1. Click the Type header to view all available task types.
  2. Select the checkboxes for the task types you want to filter.
  3. Click Apply Filters. Each tab will now show only the selected task types.

    Filter by task type.gif

By Who It's Assigned To

  1. Click the Assigned To header to open a list of your team members.
  2. Scroll and click the checkboxes next to the people whose tasks you want to view.
    Or use type names in the search bar at the top of the list.
  3. Click Apply Filters. Now, each of your tabs will only display tasks assigned to the selected team members.

    Filter tasks by assigned to.gif

How to Remove Filters

  1. Navigate to Active Filters in the top left, just below the headers.
  2. Click the ✖️ next to the filter you'd like to remove.
    1. Or choose the Clear All option.

 

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