How to use task and column filters
Apply filters
Filter options automatically save to your account.
- Locate the Filters panel on theMy Tasksscreen.
- Select your filter options from the available categories. Your selected filters will persist even if you sign out and log back in.
- SelectResetto 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.
- SelectConfigurelocated on the Filters panel to rearrange filter options.
- Drag the filter options to suit your preferences and workflow, then selectSave.
Reorder and show/hide columns
To customize your view:
- Drag the column with your cursor to the new position.
- SelectShow/Hide
to change your column view.