Asite provides a filter mechanism within the 'Tasks' tab enabling users to filter task records based on the selected filter criteria. The task filters are persisted and retained during the user session enabling ease of use even if a user navigates to other tabs and returns to the 'Tasks' tab.
There are two main types of filters in the 'Tasks' tab - 'Filter By' and 'Group By'. Click on one of the below links to access their detailed help:
Apart from this, you can also use the search box at the top to enter a keyword and search for the required task.
To search for your groups or projects using keywords, use the magnifying glass icon in the left panel corresponding to the respective options.
Filter
Click on the 'Filter By' dropdown available at the top left. It will populate the available options to filter tasks listed within the selected group or project.
Field Name | Description |
Completion Status | All - All tasks irrespective of their completion status. Pending (Default) - Tasks pending to be completed. Includes tasks with open, to-do, in progress and on-hold statuses. Overdue - Tasks pending to be completed and overdue. Due Today - Tasks pending to be completed and due today. Completed - Tasks already completed. |
Assignee | Assigned to Me (Default) - Tasks specifically assigned to the logged-in user. All - All tasks irrespective of their task assignee. This option would show disabled on the default 'My Tasks' page that appears while moving to the 'Tasks' tab from any other tab. |
Type | Files (Default) - Tasks specifically assigned to files. Apps (Default) - Tasks specifically assigned to forms. Groups (Default) - Tasks specifically assigned to groups. |
Reset | To reset the filter criteria to default. |
Filter Count | Works based on the selected 'Completion Status', 'Assignee' and 'Type'. The filter count will not show when the completion status selected is 'All', the Assignee selected is 'All' and all Types including 'Files', 'Apps' and 'Groups' are selected. The filter count will show as '1' when only one of the filter criteria is selected specifically - from either completion status or assignee or type. The filter count will show as '2' when any two of the filter criteria are selected specifically - from either completion status and/or assignee and/or type. The filter count will show as '3' when all three of the filter criteria are selected specifically - completion status, assignee and type. |
Group By
The available options under the 'Group By' filter are described below:
Group By: Due Date
You can select the 'Due Date' option within the 'Group By' filter to group and list the tasks based on their due date. Tasks will be grouped in below mentioned sequence:
Overdue - This group will display all the overdue tasks. i.e. due date has passed.
Today - This group will display all the tasks that are due today.
This week - This group will display all the tasks that are due within the current week. i.e. 'today +7 days'.
Due in Future: This group will display all the tasks that are due after the current week. i.e. after 'today + 7 days'.
Others: This group will display all the tasks that do not have a due date.
Group By: Priority
You can select the 'Priority' option within the 'Group By' option to group and list the tasks based on their priority. Tasks will be grouped in below mentioned sequence:
Normal: This group will display all the tasks whose priority is set as 'Normal'.
High: This group will display all the tasks whose priority is set as 'High'.
Critical: This group will display all the tasks whose priority is set as 'Critical'.
You can quickly change the priority of a task by toggling them between the groups using the burger icon available for each record upon mouse hover. i.e. by dragging a task from one group to another.
For example - Assuming a task has priority set as 'Normal', and you need to set it to 'High'. The record will be displayed in the 'Normal' group, go to that group hold that record using the burger icon, and drag it down to the desired group i.e. 'High'. This will automatically change the priority of that task to 'High'.
Group By: Type
You can select 'Type' within Group by option to group and list the tasks based on their type. Tasks will be grouped in below mentioned sequence:
Files: This group will display all the tasks which are assigned via Files.
Apps: This group will display all the tasks which are assigned via Forms.
Groups: This group will display all the tasks of the groups accessible to you.
Note: To expand or collapse the group irrespective of the selected 'Group By' option, click on the right arrow and the down arrow icons respectively.
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