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FieldLogs

Using the Filters in Planning

Filters are used to display the Tasks that meet one or several criteria.

There are five different types of Filters available in the Planning section.

Tasks can be filtered based on their Status. The Task Statuses are described below

status.png

Task Status

Description

Draft

Tasks that have been created, but not configured completely. eg., The Task may have no Assignee yet.

New

Tasks that are New. The Assignee has not seen or started the Task.

Started

Tasks that the Assignee has Started.

Done

Tasks that are completed.

Error

Tasks which are in Error Status.

Blocked

Tasks which are in Blocked Status.

The Priority filter displays the Tasks in the Task list according to their Priority.

Priority.png

You can select one or more filters listed below:

Priority

Description

Low PriorityFiltering_by_priority_2.png

Hide/display the Task list with a Priority level set to "Low".

Normal Priority

Hide/display the Task list with a Priority level set to "Normal".

When you create a Task, by default the status of the task will be Normal.

High PriorityFiltering_by_priority_3.png

Hide/display the Tasks with a Priority level set to "High".

UrgentFiltering_the_priority_4.png

Hide/display the Tasks with a Priority level set to "Urgent".

By using this filter, Tasks linked to the Functional Types will be displayed.

FT.png

You can select the Functional Types from the dropdown list.

A list of Tasks linked to the Functional Types is displayed.

Using_FT.png

By using this filter, Tasks linked to the Operation Plans will be displayed.

operation_plan.png

You can search the Operations Plans from the dropdown list.

A list of Tasks that are part of Operation Plans actions will be displayed.

Using_OP.png

When the Critical Path toggle is turned on, the list of Critical Tasks are displayed.

Critical_path_toggle.png

The list of critical Tasks are displayed as shown below.

Critical_path.png