Configure and Apply Tasks Quick Filters

You can use quick filters to refine the data displayed on a page. Configure which filters you want to appear in the quick filters list. In the quick filters list, select one or more values on which to filter. Use multiple quick filters to further reduce how much data is displayed. Clear a filter to show more results. Quick filter value selections are not saved with the view.

The functionality described in this topic applies to the following Tasks app pages:

• Hand-offs
• Work Plan
• Constraints
• Task List

To configure and apply Tasks quick filters:

1. Navigate to a page, and then select  Settings.
2. In the Manage Views panel, select the Quick Filters tab.
3. In the Show section, select the quick filters you want to show in the quick filters list.
4. Select Save, and then select  Close.
5. In the  Quick Filters list, select applicable filter values, or select all.
6. To remove an applied filter, expand a filter list, and then select Clear Filter.

   To remove all applied filters, in the Quick Filters list, select Clear All.

Tips

• The Work Plan page supports additional quick filter functionality:
  • To quickly set additional activities or WBS as quick filter objects, select one or more activity bands or WBS nodes in the hopper or planning board, right-click the selection, and then select Set Activities as Quick Filter or Set WBS as Quick Filter. To do this, the Activity and WBS quick filters must be added to the view.
  • To apply codes as quick filter objects, select one or more codes in the hopper or the planning board, right-click the selection, and then select Set Code as Quick Filter. To do this, you must first add Codes quick filters to the view and select up to five codes from the list of available options.
  • You can select and apply parent, subordinate, or all objects in a hierarchy as quick filter objects. First select the parent level to expand all child levels beneath the selection. Select Set Code as Quick Filter or Select WBS as Quick Filter, and then select the objects.