Task filtering is performed using the filters in the left panel of the \"Tasks\"<\/b> section. In addition to Quick Filters<\/b>, which allow for rapid adjustments to the list, you can define sophisticated Views<\/b> for precise filtering that goes beyond the capabilities of quick filters.<\/p>\nPredefined Filters<\/h2>\n
The following predefined filters are always available at the top of the left panel:<\/p>\n
To React<\/b> \u2013 Tasks requiring action from the logged-in user. A task appears here if:<\/p>\n The user is the owner, no solver is defined, and the task is not in a \"to react,\" \"paused,\" \"closed,\" or \"cancelled\" state.<\/p>\n<\/li>\n The user is the owner and the task is in the \"Waiting for owner's reaction\" state.<\/p>\n<\/li>\n The user is the solver and the task is in the \"In Progress\" state or any of its sub-stages.<\/p>\n<\/li>\n 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.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n Solving<\/b> \u2013 Tasks where the logged-in user is the solver, regardless of the task state.<\/p>\n<\/li>\n Owning<\/b> \u2013 Tasks where the logged-in user is the owner, regardless of the task state.<\/p>\n<\/li>\n<\/ul>\n To create a custom filter, click the \"New View\"<\/b> button. A dialog window will open where you can configure the following parameters:<\/p>\n Company<\/b> \u2013 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.<\/p>\n<\/li>\n Default View<\/b> \u2013 Choose a base subset of tasks (All, To React, Solving, Owning).<\/p>\n<\/li>\n Task Area<\/b> \u2013 Select all tasks, or limit the view to only Project or Team tasks. For project tasks, you can further specify the Workspace<\/b>.<\/p>\n<\/li>\n Contains Labels<\/b> \u2013 Filters tasks containing selected labels. By default, it shows tasks containing all<\/b> selected labels. Use the \"At least one of the selected labels\"<\/b> toggle to show tasks containing any of them.<\/p>\n<\/li>\n Does Not Contain Labels<\/b> \u2013 Filters out tasks containing any of the specified labels.<\/p>\n<\/li>\n Task Name<\/b> \u2013 Filters tasks containing a specific text string.<\/p>\n<\/li>\n Resolution Status<\/b> \u2013 Define which task states you are interested in. If a specific Workspace is selected, you can also filter by specific stages of resolution.<\/p>\n<\/li>\n Solver \/ Owner \/ Follower<\/b> \u2013 These options are available when filtering within a specific company.<\/p>\n<\/li>\n Attachments \/ Comments<\/b> \u2013 Filtering based on the presence of files or discussions.<\/p>\n<\/li>\n Conditions<\/b> \u2013 Define complex relationships to specify the view further. You can combine multiple conditions using:<\/p>\n And (Simultaneously)<\/b> \u2013 Both conditions must be met.<\/p>\n<\/li>\n Or<\/b> \u2013 At least one of the conditions must be met.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n Additional Options:<\/b><\/p>\n Include Solver Groups<\/b> \u2013 Displays tasks assigned to groups.<\/p>\n<\/li>\n Include Archived<\/b> \u2013 Displays tasks that are in the \"Archived\" state.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n Your defined filters and table settings can be saved for future use. An applied view is displayed at the top of the left panel.<\/p>\n Saving:<\/b> Save current settings using the \"Save View\"<\/b> button. Enter a descriptive name (e.g., \"My Open Tasks\").<\/p>\n<\/li>\n Activation and Cancellation:<\/b> A view activates automatically upon saving. To deactivate an active view, click the \"X\"<\/b> icon in its top-right corner in the left panel.<\/p>\n<\/li>\n Favorites:<\/b> Mark frequently used views with the star icon<\/b>. Favorite views are prioritized in the list.<\/p>\n<\/li>\n<\/ul>\n All management of saved views is done directly in the left panel by clicking the three dots icon (...)<\/b> next to a specific view. You have the following options:<\/p>\n Rename:<\/b> Change the name of the existing view.<\/p>\n<\/li>\n Edit:<\/b> Modify the filter settings or display parameters.<\/p>\n<\/li>\n Duplicate:<\/b> Create a copy of the view for further modification.<\/p>\n<\/li>\n Delete:<\/b> Remove the view directly from the list.<\/p>\n<\/li>\n<\/ul>\n For each view, you can define who has access and what rights they have. Clicking the \"Sharing\"<\/b> button in the view's context menu displays the following configuration options:<\/p>\n When adding users for View<\/b> or Edit<\/b> permissions, a dialog window opens where you can filter users in the upper part by the following groups:<\/p>\n For better clarity, saved views in the left panel are divided into two primary sections:<\/p>\n My Views<\/b> \u2013 This section contains all views that you have created yourself. These views are listed according to the order you define in your user settings.<\/p>\n<\/li>\n Company Views<\/b> \u2013 This section includes views that have been shared within the company for other members to use. Views in this section are automatically sorted alphabetically.<\/p>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":" 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 […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[855],"tags":[],"class_list":["post-2244","post","type-post","status-publish","format-standard","hentry","category-display-and-filtering-855"],"acf":[],"_links":{"self":[{"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/posts\/2244","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/comments?post=2244"}],"version-history":[{"count":8,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/posts\/2244\/revisions"}],"predecessor-version":[{"id":3532,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/posts\/2244\/revisions\/3532"}],"wp:attachment":[{"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/media?parent=2244"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/categories?post=2244"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.aliteo.com\/en\/wp-json\/wp\/v2\/tags?post=2244"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}\n
New View<\/h2>\n
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Saved Views<\/h2>\n
Working with Views<\/h4>\n
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Management and Edits<\/h3>\n
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Sharing and Permissions<\/h3>\n
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Organization and Sorting of Views<\/h3>\n
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