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Operator Task List in the Workflow Client
Task List Filter Actions
Task List Filtering
Users can use filtering to find tasks and/or task steps specific to certain criteria.

Workflow Products Documentation

Operator Task List in the Workflow Client
- Task List Overview
- General Operating Environment
- General Task Information
- Equipment Context
- Forms View
- Documents
- Operator Work Instructions
- Advanced Operator Tasks
- Task List Filter Actions
  - Task List Filtering
    Users can use filtering to find tasks and/or task steps specific to certain criteria.
    - Filter by task name
      Filter by text that is contained in the name of a task as well as searches using a wildcard character (*).
    - Apply a priority filter
      Filter by the number that was assigned to the task when configuring the workflow, to indicate the task's priority for filtering purposes. The number(s) specified must be greater than zero. You can filter by multiple priority numbers by separating them with a comma, such as 1,2,3. You can also filter by a range of priority numbers, such as 1-5.
    - Filter task step states
      Filter by the current state of an operator's assigned task steps.
    - Filter tasks by categories
      You can filter the Task List by preconfigured categories. These categories organize concepts or features into groups. When you apply category filters, you focus information within your Task List.
    - Filter operator task steps
      Filter to show the current operator's assigned and active task steps only. If no active task steps are assigned to the current operator, the corresponding task is hidden.
    - Filter by equipment or personnel assignments
      Filters task steps by the equipment and/or personnel assigned to the task step.
    - Filter by expiry date and/or time
      Filters tasks or task steps that expire within a defined time range (from now until a defined time), or by a specific date and time. If a task has an expiry, then this filter applies to the task. If the task step only has an expiry, then this filter applies to the task step(s).
    - Apply a predefined Task List filter
      Predefined Filters are configured by an administrator, who sets the related criteria and values. Task List users can either enable or disable a predefined filter, but cannot modify its settings.
    - Create, save, and use a personal filter
      You can create and save one or more filter settings that allow you to focus the Task List according to specific criteria that you choose, such as task assignments. These filters can be viewed and used only by the operator who creates them.
    - Task List Filters
      Users can perform context sensitive filtering in the Task List, which focuses a list of tasks or task steps on specific criteria.
- Start Task
- Completed Task Information
- Electronic Signatures in the Task List

Task List Filtering

Users can use filtering to find tasks and/or task steps specific to certain criteria.

You can use the Available Filters panel to apply various types of filter settings. Each time you select a check box, a filter is applied, reducing your Task List further.

Note: Use the filter toggle switch,

, you can choose to show all tasks in your Task List, or to show tasks that match all currently applied filters. The status of your task filters, such as whether filters are applied and how many, is displayed at the top of the Task List.

Predefined Filters are configured by an administrator, who sets the related criteria and values. Task List users can either enable or disable a predefined filter, but cannot modify its settings. For instructions, see Apply a predefined Task List filter.
The Quick Filter displays the filter criteria that you can set during your current session in the Task List. If you are working in the Filter Criteria panel and apply filters there, the Quick Filter is automatically set for you. You can filter the Task List by:
- task name
- priority
- step state
- equipment and/or personnel assignment
- expiry values
- individual steps
Personal Filters allow you to create and save specific filtering settings. These filtering settings can be viewed and used only by the user who creates them. For instructions, see Create, save, and use a personal filter.

You can filter the Task List by preconfigured categories. These categories organize concepts or features into groups. When you apply category filters, you focus information within your Task List.

Note: Your filter selections and Quick Filter criteria are saved when you log out, and are re-applied when you log in again.