Task tab views

Task filtering is performed using the filters in the left panel of the "Tasks" section. In addition to Quick Filters, which allow for rapid adjustments to the list, you can define sophisticated Views for precise filtering that goes beyond the capabilities of quick filters.

Predefined Filters

The following predefined filters are always available at the top of the left panel:

• To React – Tasks requiring action from the logged-in user. A task appears here if:

  • The user is the owner, no solver is defined, and the task is not in a "to react," "paused," "closed," or "cancelled" state.

  • The user is the owner and the task is in the "Waiting for owner's reaction" state.

  • The user is the solver and the task is in the "In Progress" state or any of its sub-stages.

  • The user is part of a solver group assigned to the task, and the task is in the "In Progress" state or any of its sub-stages.

• Solving – Tasks where the logged-in user is the solver, regardless of the task state.

• Owning – Tasks where the logged-in user is the owner, regardless of the task state.

New View

To create a custom filter, click the "New View" button. A dialog window will open where you can configure the following parameters:

• Company – Define a specific company (or "All Companies") for the view. If "All Companies" is selected, other parameters will only offer standard application data common to all organizations.

• Default View – Choose a base subset of tasks (All, To React, Solving, Owning).

• Task Area – Select all tasks, or limit the view to only Project or Team tasks. For project tasks, you can further specify the Workspace.

• Contains Labels – Filters tasks containing selected labels. By default, it shows tasks containing all selected labels. Use the "At least one of the selected labels" toggle to show tasks containing any of them.

• Does Not Contain Labels – Filters out tasks containing any of the specified labels.

• Task Name – Filters tasks containing a specific text string.

• Resolution Status – Define which task states you are interested in. If a specific Workspace is selected, you can also filter by specific stages of resolution.

• Solver / Owner / Follower – These options are available when filtering within a specific company.

• Attachments / Comments – Filtering based on the presence of files or discussions.

• Conditions – Define complex relationships to specify the view further. You can combine multiple conditions using:

  • And (Simultaneously) – Both conditions must be met.

  • Or – At least one of the conditions must be met.

• Additional Options:

  • Include Solver Groups – Displays tasks assigned to groups.

  • Include Archived – Displays tasks that are in the "Archived" state.

Saved Views

Your defined filters and table settings can be saved for future use. An applied view is displayed at the top of the left panel.

Working with Views

• Saving: Save current settings using the "Save View" button. Enter a descriptive name (e.g., "My Open Tasks").

• Activation and Cancellation: A view activates automatically upon saving. To deactivate an active view, click the "X" icon in its top-right corner in the left panel.

• Favorites: Mark frequently used views with the star icon. Favorite views are prioritized in the list.

Management and Edits

All management of saved views is done directly in the left panel by clicking the three dots icon (...) next to a specific view. You have the following options:

• Rename: Change the name of the existing view.

• Edit: Modify the filter settings or display parameters.

• Duplicate: Create a copy of the view for further modification.

• Delete: Remove the view directly from the list.

Sharing and Permissions

For each view, you can define access and rights:

• Sharing Levels:

  • Owner Only: The view is private and visible only to you.

  • Internal Users: The view is available to all internal members of the company.

  • External Users: The view is also accessible to external collaborators.

• Extra Permissions (Editing): Within the sharing settings, you can use the "Edit" option to add specific users who have the right to modify the view's settings. By default, only the owner or a company administrator can edit a view.

Organization and Sorting of Views

For better clarity, saved views in the left panel are divided into two primary sections:

• My Views – This section contains all views that you have created yourself. These views are listed according to the order you define in your user settings.

• Company Views – This section includes views that have been shared within the company for other members to use. Views in this section are automatically sorted alphabetically.