Filtering and reporting Tasks
The Task Manager provides some filtering and reporting options to assist tracking and management.
Filtering the List View:
To Filter for Tasks:
When viewing the Task List View, Filters are organized horizontally along the top portion of the screen, giving you the ability to Filter by Status and Assigned To.
Select the arrow on either drop down menu to show options and choose your Filtering Preferences.
A Check Box labeled "Include Subfolders" can be toggled on and off to either show all tasks in a folder and all its child folders or show all tasks in a single folder only.
Downloading a Task Report To Run Task Detail Reports:
In the Task List View, each Task has a checkbox in the left most column. Select all desired tasks to be included in the Summary Report, or click the checkbox in the Column Header above the Tasks to Select All.
Click the "Run Report" button in the upper right side of the Task List View window to view the Reports drop down menu. Select a Report to download.
A pdf document will download to your local computer.
Open and Save as intended.
Printing a Task Summary ReportTo Run Task Summary Reports:
In the Task List View, each Task has a checkbox in the left most column. Select all desired tasks to be included in the Summary Report, or click the checkbox in the Column Header above the Tasks to Select All.
Click the "Run Report" button in the upper right side of the Task List View window to view the Reports drop down menu. Select a Report to download.
A PDF document should download to your local computer.
Open and Save as intended.