Filtering, searching and sorting

Overview

This article explains the functionality of filtering, sorting and searching on the Task Page in the mobile app, covering their interactivity, the ability to save selected filters with grouping and data display work.

By reading this article learn how to filters and search work in the mobile app, how the system retains selected filters between sessions, and how to use different parameters for efficient task searching.

Key Features

The system provides interactive filters and search options that update data in real time. When a user closes the app, the selected filters are automatically saved and restored upon reopening. The display of filtered data depends on the chosen grouping and viewing options.

The list of filters include:

• Status

• Deadline

• To assign

• In queue

• Priority

• Options

• Assignee

• Product

• Order Key

• Production Key

• Involved department

• Root production

• External order number

• Marketplace order number

• Root product barcode

• Responsible manager

Search input field work by entering following details:

• By task name

• By task key

• By order key

• By production key

• By external order number

• By marketplace order number

• By product name

• By client

• By SKU

The following guidelines provide detailed instructions on how to use filters and task search in the mobile app.

Filtering

Single filter

1. Open task list in mobile app

2. Click on the “Filter” icon

3. Choose any filter

4. Choose option to filter

   1. The system will filter tasks according to chosen option

Combination filters

1. Use multiple filters simultaneously by combining different options (for example, select the creator, status, and creation date at the same time)

2. The task list will update according to all the selected criteria

3. To clear all filters, click "Clear all" button

Note: If there are no tasks according to the selected parameters, the system displays the corresponding message “No results”.

Let's talk about one of the filters in more detail, namely the “To Assign” filter.

To Assign

The To Assign filter shows tasks that a user can join. In such tasks, the user assigns himself to the task.

1. Open task list in mobile app

2. Click on the “Filter” icon

3. Choose "To Assign" filter

   1. The system will show "To Assign" section and show tasks that be avaliable to start work with

Searching

Initiate a search

1. Open task list in mobile app

2. Click on the “Filter” icon

3. Click the search field at the top of the page

4. Enter keywords or attributes of the task (for example, name, ID, performer, etc.)

   1. After entering them, the system automatically starts searching

   2. The system displays the results that match the entered keywords or attributes

Clear a search

1. Make sure that the search field contains the keywords or attributes you entered

2. Click the “X” button on the right side of the search field

   1. The query is deleted and the search field becomes empty

   2. The system returns the task list to its original state without the search applied

Clear All

1. Scroll to the right to find the Clear All button

2. Click on the "Clear All" button

   1. The system clears all filters and search request

   2. The system returns the task list to its original state

This guidelines helps to work with that tasks and see the tasks that need to be completed first.