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How to search and filter tasks
How to search and filter tasks

Learn how to search and filter tasks in Active Workflow, making it easy to find and tasks efficiently.

Updated over a week ago

Overview: Searching and filtering tasks helps you quickly locate specific tasks or groups of tasks within our workflow product. This guide will walk you through using the search and filter tools to streamline your workflow and stay organized.


Searching

Using the search bar at the top of the page, type in any part of a client, code, job/deliverable, type, and task name to find the task or tasks you are looking for.


Filtering

The task list can be filtered by the User assigned to the Task. The default is the logged-in User.

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