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My Tasks

How to use task and column filters

Apply filters

Filter options automatically save to your account.
  1. Locate the Filters panel on the
    My Tasks
     screen.
  2. Select your filter options from the available categories. Your selected filters will persist even if you sign out and log back in.
  3. Select
    Reset
     to clear all previously applied filters to view all tasks in your workflow.

Customize filter panel

The system automatically saves your column display preferences to your account each time you sign in.
  1. Select
    Configure
     located on the Filters panel to rearrange filter options.
  2. Drag the filter options to suit your preferences and workflow, then select
    Save
    .

Reorder and show/hide columns

To customize your view:
  1. Drag the column with your cursor to the new position.
  2. Select
    Show/Hide
     to change your column view.

This article applies to:

  • Product: ONESOURCE WorkFlow