Searching, sorting and filtering tasks

Overview

The Tasks page allows you to view, filter, sort, and search for tasks interactively, providing convenient access to the information you need. The display is adjusted dynamically, adapting to the selected parameters.

The page supports filtering, sorting, searching, and infinite scrolling of tasks with new items loading as you browse.

This article explains how to work with filters, sorting, search, and infinite scrolling on the tasks page to help you interact with tasks more efficiently.

Rules and Information for searching, sorting and filtering tasks

• Filters, sorting, and searching are available in the task table.

• The data is updated interactively depending on the selected filters, sorting, or search options.

• Infinite scrolling loads 25 tasks when you first open the page, and an additional 25 tasks each time the scroll reaches the bottom of the page.

• Sorting is enabled by default for all columns.

• Initial sorting is performed by root production dates in ascending order (from earliest to latest).

• The data in the columns are sorted by clicking:

  • on the column name

  • the “More actions” button in the column header

• Not all columns are searchable. If there is no search field, so searching is disable for the column. But you can search by filter values in almost all of them.

  

Searching

For the field where search is enable:

1. Open the tasks page

2. Find the column that has a search field enabled (see the Search field field for details)

3. Enter your search query in the appropriate search field located at the top of the column.

4. The system automatically displays the rows that contain values that match the search query

If the entered value is not in the selected column, the system displays the message “No results” and no rows are displayed in the table.

Sorting

Sort by column header

1. Open the task page

2. Find the column where sorting is enabled

3. Click on the column header

4. The system automatically sorts the values in the column according to the applied sorting order

5. If the column was previously sorted in ascending order (ASC), the system will change the order to descending order (DESC)

6. A sorting indicator (arrows for ASC or DESC) is displayed next to the column header

Change the sorting in the More actions menu

1. Click the More Actions icon in the header of the same column

2. Options will now appear in the drop-down list:

   1. Sort Ascending

   2. Sort Descending

   3. Clear Sort

   4. Pin Column

3. Click Sort Descending to change the sort order to descending

4. The system changes the sort and displays a sort arrow (⬇️) next to the column name

If the sorting was not previously applied, then there will be two options - Sort Ascending and Sort Descending, if it was, then only one - the opposite.

Remove a sort

1. Open the More Actions menu in the header of the same column

2. Click the Clear Sort option

3. The system removes the sort and returns to the previous state before it was applied

Filtering

Use a text filter with multiple options

1. Open the tasks page

2. Find a column that has a text filter with more than one enabled option

3. Click the filter icon in the column with text filter

   1. The system opens a window with a field for selecting a filter option and an input field for searching

4. Click on a filter option to expand the list of available options

5. Select the desired option from the list

   1. The system automatically updates the selected filter option, applies it, and displays the filtered data

   2. The filter indicator will change to show the active filter

Apply a filter by date

1. Open the tasks page

2. Find the column with the date filter enabled

3. Click the filter icon in the column with date filter

   1. The system opens the calendar to select a date range

4. Select the start and end date of the range

   1. The system will show the selected dates in the corresponding fields above the calendar

5. The calendar will close automatically, the data will be filtered by the selected date range

Apply a filter by a set of values (Set filter)

1. Open the tasks page

2. Find the column with the set filter enabled

3. Click the filter icon in the column with filter by a set of values

   1. The system opens a window with an active input field, the “Select all” option, a list of available options, and the “Reset” button

4. Uncheck the “Select all” box if you want to select individual values

   1. The system applies the filter according to the selected values

5. Click the Reset button to reset the filter settings. The filter will be deleted and the data will be updated.

Clear all filters

1. Open the task page and make sure at least one filter is active

2. Click the Clear all button

   1. The system will reset all filter values, refresh the task list, and display the full list without active filters

3. After clearing, the Clear all button will become inactive.

These guidelines will help to use filters, search, and sorting efficiently and view the tasks of interest.