Save and Overwrite Existing Filters for Assigned Tasks

Use Tasks in the To-Do submodule in the Tasks module to save and overwrite existing filters for your assigned tasks.

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

To save and overwrite an existing filter for your assigned tasks:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click To-Do > Tasks.
3. Click the Grid View tab.
4. On the grid toolbar, click Tasks Filter .
5. In the Tasks Filter dialog box, select the filters that you want to use on your assigned tasks.
   Note: When they are selected or cleared, the filters are applied automatically.
6. If you selected several filters and want to remove all of them, click Clear Filter .
7. Click Organize Filters and select Save and Overwrite an Existing Filter.
8. In the Overwrite an Existing Filter dialog box, use the drop-down list to select the filter that you want to overwrite.
9. Click OK.
10. Click Close .