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.

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. Click Filters.
  3. 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.
  4. To view steps that apply to you only, select the Only show my task steps check box.
  5. 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.
  6. To remove filter(s), perform one of the following actions:
    To remove...Click...
    All filtersClear All.
    INdividual filtersthe ssociated check box.