Using Task & Work Order Filters

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Advanced Tasks & Work Order Filters: Effortless Data Exploration

Introduction: Harness the power of advanced multi-layer filters within tasks and work orders. This feature empowers you to efficiently filter data based on various attributes, giving you the flexibility to find the exact information you need. Follow this guide to learn how to access and use advanced filters.

Using Advanced Filters: Follow these steps to apply advanced filters to tasks and work orders:

  1. Navigate to the Tasks or Work Orders section.
  2. Click on the "Filters" button.
  3. Choose the attributes you want to filter by (e.g., location, status, assignee).
  4. Set the filter conditions for each attribute.
  5. Click "Apply Filters" to see the refined results.

For example, we are filtering below on tasks that are "in-progress" AND "unassigned"

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