Filtering the Task inbox

On the Task Inbox page you can use the filters at top of each column to see exactly the Tasks you want. 

 


View Tasks created by other users



  1. Open the Task Inbox page
  2. If you are already filtering your Inbox, click Filters > Clear filters 
  3. On the Created by column, click the dropdown arrow, and select the creators whose Tasks you want to see. 
    1. Uncheck your own name if you want to see Tasks created by other users. 
    2. The column header icon will change to a funnel icon funnel icon to indicate that you're filtering on that column.
    3. If the task was triggered automatically by the system it will have a lightening icon .  These automatic triggers are set up on the Workflow Templates page.
    4. Optionally, you can filter for Tasks created in a specific date range, using the Create date column filter.
    5. If a column is not visible, you can un-hide it using the hide/show button image-png-Jul-24-2024-03-55-12-0997-PM
  4. On the Status column, select Working and Stuck to see only tasks that are still in progress.
  5. You will now be viewing Tasks created by specific creators that are in progress.