How to define a Quick Filter in Task Views

John Austin Updated by John Austin

This article will show you how you can define a Quick Filter.

Quick Filter allows you to filter through the Tasks in your organisation.

To define a Quick Filter:

  1. Select Tasks.
  2. Select the chevron on the left to open the Views menu.
  3. Select Quick Filter. You will have access to set the following filters:

Filter

Description

Field Logic Type

Sent to

Allows you to search for Tasks sent to a specific User or Group.

Drop-down selection

Patient Name

Allows you to search for Tasks related to a specific Patient.

Task Properties

Expands and allows you to filter by Section, Status, Priority, Task type or Task Name.

Section

Users

Allows you to search by Tasks Created by, or Actioned by selected users.

Dates

Allows filtering by Task created, Task actioned dates, as well as any Due Dates set.

Sorting

Allows you to sort by Date and Type.

  1. Once you have defined your filters, select Apply Filter.

You will now see tasks for the selected user, group or patient.

You can view tasks associated to inactive users, therefore if a team member leaves and you have made them inactive, you can still access their tasks to ensure they are dealt with.

How did we do?

Managing Tasks

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