A comprehensive set of filters is provided to refine and filter data provided through Tasks that have been entered when completing audits.
The following filters are available to choose from:
- Asset: Filter by the specific asset related to the task.
- Asset Tag: Filter using tags associated with assets.
- Assignee: Filter by the user to whom the task is assigned.
- Template: Filter by the audit template from which the task originated.
- Score: Filter by the score associated with the task.
- Reporting Auditor: Filter by the auditor who reported the task.
- Audit Grade: Filter by the overall grade of the audit in which the task was found. .
- Task Categories: Filter by the categories assigned to tasks.
- Task Category Lists: Filter by predefined list of task categories.
Clicking on any of these filter options will reveal a dropdown menu.
This menu displays a list of all applicable choices for that specific filter (e.g. a list of all assignees, all assets, etc).
Once you select an option from the dropdown, the Task List data on the page will automatically update to reflect your applied filter.
For all filters, a text box is provided within the dropdown menu. You can type keywords or specific terms into this box to search for a desired filter option.
If your typed term matches an available option, it will appear in the list below for selection.
Selecting it will update the Task List.
Status Filter
You can filter the Task List based on their status.
A status bar at the top of the page displays the different status available.
Each status in the bar has a number next to it, indicating how many tasks currently have that status.
Clicking a specific status in this bar will automatically update the Task List to show only the tasks with that selected status.
Clear Filters
To reset all applied filters on the Task List page and revert the displayed information to its default view, click the Clear button located at the end of the filter section.
