Save New Filters for Assigned Tasks

Use Calendar View in the To-Do submodule in the Tasks module to save new filters for your assigned tasks.

To use Calendar View, you must have access to Tasks as defined in User Access Rights under Settings.

To save a new filter for your assigned tasks:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click To-Do > Calendar View.
  3. On the grid toolbar, click Resource Filter .
  4. In the Filter dialog box, select the filters that you want to use on your assigned tasks and click Apply.
  5. If you selected several filters and want to remove all of them, click Clear Filter .
  6. Click Organize Filters and select Save Current as New Filter.
  7. In the Save a New Filter dialog box, enter the name that you want to use for your new filter.
  8. To make your new filter a global filter, select the Share as Global Filter check box.
  9. Click OK.
  10. Click Close .