Task Filter Menu Bar

Task Filter menu bar items display on the Task Analysis, Task Grid View, and Task Gantt View pages, as well as the Scorecard and Analysis pages. Scorecard and Analysis pages also display any applied filters that update the tasks presented in the charts, grids, and counts for each page. Navigating between the different pages in Task Manager automatically saves the filters.

Time

A list of monthly time periods. Select the time period for which you want to display tasks.

Role

A list of task ownership by role. Filter results by:

  • Administrator (only displays for Administrators and Local Administrators)

  • (All)

  • Preparer

  • Preparer (All)

  • Approver

  • Approver (All)

  • Viewer Group

Preparer (All) displays any tasks assigned to someone who is the sole Preparer or as part of the Preparer group. The same behavior applies when selecting Approver (All).

Group

The list of published task groups that are accessible to the user.

Category Filters

Lists of Category 1, Category 2, and Category 3 for filtering. Any combination of these is considered the intersection of these categories (an AND combination), not the super set of categories that meet each specific entry (an OR combination).

Task Manager limits the Category filter results to the categories assigned to tasks the user has access to. The Category filters reset to All when changing the task group filter.

Refresh

Select Refresh to synchronize all custom, workflow, and dependent group task action types and refresh all task charts, grids, statuses, and counts.

Additional Information

The Task Filter Menu for Scorecard, Analysis, Task Grid View, and Task Gantt View pages display the following results on the task filter menu bar (column filters are not reflected in the statistics):

  • Total: The count of total filtered tasks for the selected time period.

  • % Done: The percentage of the total filtered tasks completed for the selected time period.

  • Past Due: The count of total filtered past due tasks for the selected time period.

  • Not Started: The count of total filtered tasks not started for the selected time period.

  • In Process: The count of total filtered tasks in process for the selected time period.

  • Rejected: The count of total filtered rejected tasks for the selected time period.

  • Prepared: The count of total filtered prepared tasks for the selected time period.

  • Partially Approved: The count of total filtered partially approved tasks for the selected time period.

  • Fully Approved: The count of total filtered fully approved tasks for the selected time period.