Filter Tasks

Use this procedure to filter the list of tasks.

You can filter the list of tasks by client, job number, project, and so on.

To filter the task list, complete the following steps:

1. Click Menu > Manage Agency > Staff Scheduler.
2. In the Staff Scheduler sidebar Task Search tab, click .
3. In the Search Filter Profiles pop-up, select the fields by which you want to filter.
4. Click Save, then Close.
5. On the Task Search tab, click on a field filter to the left of the Showing field and enter the applicable information. For example, if you selected Client as a filter, enter the client name in the Client filter field.
6. Click Search. The list of tasks in the task grid changes, based on your filter.