Create and modify a task filter

task filters can be used :

on a project's to-do list,
on the platform task list (multi-project),
when exporting tasks.

Filters can be private (just for your use) or public (all or part of your organization can use them).

Create and modify a task public filter
Creating and modifying a task private filter

Create and modify a task public filter

Click on the Main menu > Administration
In the User settingsclick on Public filters > task

Click on Add.

The task filter creation/modification window appears.

Fill in the fields :

Visit Wording is mandatory (as well as the wording in another language if the multilingual option is activated on your platform).
You can select attachments within your organization that will be able to use this filter.
The Staticselect the relevant tasks one by one
Several criteria can be used and combinedstatus, type, etc.).

Click on Register.

✅

The task 's public filter is now created, and can be used by members of your organization, according to the filter's attachments. To modify it, simply click on it in the list of task public filters, modify the desired fields and save.

Creating and modifying a task private filter

Click on the Main menu > My account
Click on My task filters task

Click on Add.

The task filter creation/modification window appears.

Fill in the fields :

Visit Wording is mandatory (as well as the wording in another language if the multilingual option is activated on your platform).
You can select attachments within your organization that will be able to use this filter.
The Staticselect the relevant tasks one by one
Several criteria can be used and combinedstatus, type, etc.).

Click on Register.

✅

The task private filter is now created, and can only be used by the user who created it. To modify it, simply click on it in the list ofexchange public filters, modify the desired fields and save.