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Setting Up Task Filters

  • Updated

Use filters to organise tasks in lists, most commonly by Assignee. A filter group is a slightly more sophisticated filter option for finding specific things in a data set. Task filter groups provide team members with a crystal-clear view of work allocation.

In This Article

  1. Create a Filter Group
  2. Task Filter Conditions
  3. Add a New Group

Prerequisites

Know how to create tasks.

Video Walkthrough

Step-by-Step Guide

Follow these steps to set up task filters:

Step 1 — Create a Filter Group

Go to the side menu and select Tasks. On the Tasks page, click the Basic link and select Advanced.

Next, open a filter panel. Optionally, click the New Advanced Filter button to start with a clean form or locate an existing filter and click the pencil icon.

In this example, we click New Advanced Filter. A popup displays a new form with one filter group showing two default filters (due date and status). We click the Add Condition link to add another filter to this group.

A new row displays. Click each field in the row and select an option:

  1. Select a condition.
  2. The drop-down menu usually has two options (Contains or Does Not Contain).
  3. The range of options depends on the first field selection.
  4. Enter a name for the filter and, optionally, check the box to share with the broker group.

Tip: Sharing the filter with the broker group is optional but recommended. If a team member is off sick, the manager can review the task list and allocate urgent items to other members.

When complete, click Save and Apply. On the Tasks page, confirm the radio button is selected next to the filter name. BrokerEngine auto-sorts the tasks based on that filter.

Step 2 — Task Filter Conditions

You can filter your tasks by the following conditions:

  • Due Date — Select tasks within a set period.
  • Status — Filter by completion status (complete, incomplete, snooze, or all).
  • Task Name — Filter based on the task name.
  • Task Description — Filter based on text in the task description.
  • Broker — List deal tasks associated with a particular broker.
  • Lender — List deal tasks associated with a particular lender.
  • Team — List deal tasks associated with a particular team.
  • Type — Filter based on the task type.
  • Priority — Filter by priority level.
  • Assignee — Display tasks assigned to a specific person.
  • Tags — Filter based on the deal tag.
  • Board — Filter based on the task board (e.g. lead, deal, etc.).

Step 3 — Add a New Group

All the conditions within a single group must use the same AND / OR operator. To introduce a different operator, click the Add Condition Group button to create a new group.

You can add any combination of filters. In this example, the new filter group (with an OR operator) looks for incomplete tasks with a future due date assigned to one broker. Save and apply the filter.

The result is a list of high-priority outstanding tasks.

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