How do I sort and filter tasks?

We give you a lot of ways to sort and filter through tasks; here are them all. 📌 Remember, filters carry through all tabs of the Task Manager, not just the one you initially look at. 

Sorting

When you want to change the order of the tasks in your Task Manager.

You can sort by File, by who the task is Assigned to, and by the task Due Date using the arrows next to each header. The arrow with a gray circle is the one you're currently sorting by. 

You can cycle through sorting in 🡡 ascending order or 🡣 descending order by clicking the arrow.

Filtering

When you want to change what kind of tasks are displayed in your Task Manager. You can filter by file, by type of task, and by who the task is assigned to.

By File

1. Click the File header to open a list of your Safari Portal trips. 
2. Scroll and click the checkboxes to choose the files you'd like to filter by.
   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 files. 
   
   
   
4. To remove filters, navigate to Active Filters in the top left under the headers and press the ✖️ next to the filters you'd like to remove. 
   

By Type

1. Click the Type header to open a list of all the different task types. 
2. Click the checkboxes to select the types of tasks you'd like to filter by. 
3. Click Apply Filters. Now each of your tabs will only display the selected task types.
    
4. To remove filters, navigate to Active Filters in the top left under the headers and press the ✖️ next to the filters you'd like to remove. 
   

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 the selected individuals.
   
   
   
4. To remove filters, navigate to Active Filters in the top left under the headers and press the ✖️ next to the filters you'd like to remove. 
   

We hope this helps you get even more done! 💕