Filter by equipment or personnel assignments

Filters task steps by the equipment and/or personnel assigned to the task step.

Before you begin

Depending on your access permissions and client configuration, you can select either My Task List or Task Management view.

Tip: Using 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.

Procedure

  1. Log on to the Task List.
  2. If applicable, select the view you want to work in.
    Note: The default view is the Tasks tab.
    Click...To view...
    Tasksworkflow tasks currently being executed.
    Task Historycompleted tasks.
  3. Click Filters.
  4. To view or set a temporary filter, perform one of the following actions:
    • In the Filter Criteria panel, select an option.
    • Click the Available Filters panel, select the Quick Filter check box to display the Filter Criteria panel, and then select an option.
    If you want to apply a temporary filter but have already selected one or more items under Predefined Filters, you must select the Quick Filter check box to set your filters.
    Tip: You can also create and save your own personal filters for future use.
  5. In the Filters panel, select the Assignments check box that you want to filter by.
  6. To set the filter:
    Click...To filter by...
    Set Location(s)one or more equipment assignments.
    Set Personnelpersonnel assignments.
  7. From the Universal Browser, select the resource(s) that you want to filter by.
  8. Click OK.
  9. To accept new or modified filtering options, click Apply or Save.
    Note: To exit without applying any filtering, click the Filters button on the control bar, and then click Yes in the Filters dialog box.
  10. To remove filter(s), perform one of the following actions:
    To remove...Click...
    All filtersClear All.
    Individual filtersthe associated check box.