PMO Accelerator Object Views › Task › Task Filter Views

Task Filter Views

By default, the List Filter view appears on the same page as the List Column view, but the List Filter View is in a collapsed state. You can expand the filter by clicking the Plus icon to see the filter options.

From this view, you can do the following:

• Filter by Task Name, Task ID, Key Task, Tasks Only, Start, Finish, Status, Is Late, Critical, Milestone, and Open for Time Entry. By default, Key Task is set to “Yes”, and Tasks Only, Status, Is Late, Critical, Milestone, and Open for Time Entry are set to All.

To filter tasks on the project work breakdown structure (WBS):

1. Open Home.
2. From the menu, click Projects.
3. Open a project.
4. Click the Task tab.
5. Select Gantt from the drop-down list.

   The List Filter view appears by default on the same page as the List Column view in a collapsed state. In this state, only the filter field appears. You can expand this filter by clicking the Plus icon and see more filter options. From this view, you can do the following:

   • Filter by Task Name, Task ID, Assigned To Resources, Start, Finish, List View check box, Include, Status, Is Late, Critical, Milestone, and Exclude Projects check box. By default, Include, Status, Is Late, Critical, and Milestone are set to All.

To filter a list of tasks associated to a risk, issue, or change request:

1. Open Home.
2. From the menu, click Projects.
3. Open a project.

   The Properties page appears.

4. Click the Risks/Issues/Changes tab.
5. Open a risk or issue.
6. Click the Associated Tasks tab.

   The List Filter view appears by default on the same page as the List Column view in a collapsed state. In this state, only the filter field appears. You can expand this filter by clicking the Plus icon and see more filter options. From this view, you can do the following:

   • Filter by Tasks Only, Key Task, Status, and Milestone. By default, they are all set to All.