How to filter the To Do List
Open the To Do List
1: Click To Do from the side menu - the To Do list window will open.
At the top of each column is a new filter button.
Open a filter list
1: Clicking a filter button at the top of a column will open the filter list. The filter list contains a list of data that are in the column, the ability to select blanks or non-blanks, and a custom filter.
Selecting 1 item of Data
1: In this example there are several entries for company 11.
Make a selection
1: Click the filter button - the drop down filter list will open.
2: Select Company 11.
1: Only items from Company 11 will be displayed.
2: The filter list button changes colour to show you that the filter is active. Clicking the button again will allow resetting of the filter by selecting ALL.
Smart filtering
Using the Custom button allows filtering by conditional statements.
On our detail column example we have several items. In this example we will select the items that contain the word "Rent"
1: Click the Filter button - the drop down list will open.
2: Select Custom from the drop down list.
Build a statement
1: Open the drop down list.
2: Select the command "Contains"
1: Type "Rent" - More conditions can be added by clicking the Add button.... or....
2: Click OK - the window will close and the list will be filtered.
Only the entries containing the word "Rent" are displayed.
NOTE
A filter can be applied to several columns at the same time to display an exact requirement.
If you navigate to another part of the system and then come back to the To Do list, the last filter selected will still be active.
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