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.
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).
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'.
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 by Task type: Batch, Property, or General
|Find all Tasks assigned to a specific Albert user
|Find all Tasks created by a specific Albert user
|Find Tasks based on their active status
|Filter by the Formula ID, Inventory ID, or Project ID
|Filter Tasks based on their location
|Filter Tasks by priority: low, medium, or high
|Filter by tags associated with the Tasks
|Filter Tasks by the associated Data Templates
|Filter Tasks by the Parameter Group used
|Filter based on whether the Tasks have notes populated in the notes section
|Filter based on whether the Tasks have attachment(s)
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)
You are able to sort the full or filtered list of Tasks by relevancy, by due date, by date created, and alphabetically.