How to use Filters on Tasks

Let's discuss how to use filters to search for tasks.

Tom Conneely avatar
Written by Tom Conneely
Updated over a week ago

In this article, we'll demonstrate how to use filters in your dashboard. Filters are a powerful tool to navigate and search for your tasks.

You can filter for tasks by clicking Edit Filters or by clicking on each column header (highlighted below).

  1. Click the header of the column you want to apply a filter.

  2. A popup window will allow you to define your search criteria.

  3. Click apply to save the filter(s) you have selected.

  4. Once the filter is applied the list of tasks on the dashboard will show only tasks that meet your selected filters.

You can remove individual filters by clicking the "x" button at the top of the dashboard or clear them all by clicking "Reset to default".

Check out the video below, where we demonstrate how to filter tasks on PINATA!

Let's try filtering for the following:

  1. Active tasks

  2. Tasks that need staffing

  3. Tasks between April 12th & the 18th

  4. Tasks with Beauty Product 1 and Beauty Product 2


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