Searching and Filtering Tasks

Albert allows for seamless delegation and management of work through Tasks. Tasks allow you to manage and track your daily work and collaborate with colleagues. When a Task is created, it is always assigned to an Albert location and can be found in the Tasks module.

Searching for a Task

Opening up the Tasks module will open a list saved filters as well as an option to view all Tasks. For more information on the types of Tasks available, navigate to this help article.

 

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When selecting any of the above filters, the Tasks module will open and apply the respective filter, showing all of the available Tasks within that filter (i.e. when selecting the Assigned to me filter, all tasks that are assigned to you will populate the list).

Whether you are selecting any of the above filters or viewing all Tasks, you can easily search, filter on, and sort by a variety of criteria to narrow down your Task search further.

Search: Ask Albert

To search for a specific Task, navigate to the Ask Albert search bar at the top of the Task module, type in your desired keywords, and hit 'Enter'. 

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Filter On

The panel with which you can apply filters is on the lefthand side of the Tasks module. Multiple filter options and multiple filters within each option can be applied to narrow down the list of Tasks that apply to what you're looking for. The number of Tasks that will appear after a selected filter is applied sits next to the name of the filter, as shown below. As you check off filters, new numbers of Tasks will populate based on how many Tasks fit the newly selected criteria. 

The full list of fields that can be filtered on are as follows:

Filter Options Description
 Type  Filter by Task type: Batch, Property, or General
 Assigned To  Find all Tasks assigned to a specific Albert user
 Created By  Find all Tasks created by a specific Albert user
 Status  Find Tasks based on their active status
 Albert ID  Filter by the Formula ID, Inventory ID, or   Project ID
 Location  Filter Tasks based on their location
 Priority  Filter Tasks by priority: low, medium, or high
 Tags  Filter by tags associated with the Tasks
 Data Template  Filter Tasks by the associated Data Templates 
 Parameter Group  Filter Tasks by the Parameter Group used
 Has Notes  Filter based on whether the Tasks have notes populated in the notes section
 Has Attachment  Filter based on whether the Tasks have   attachment(s)
 Due Date

 Filter based on the timeframe in which the   Task is due (Expired, Next 1 Week, Next 1   Month, Next 1 Year, More Than 1 Year)

 

Sort By

You are able to sort the full or filtered list of Tasks by relevancy, by due date, by date created, and alphabetically.

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