- Select the Tasks tab on the Dashboard.
- Enter desired Keywords, if applicable.
- Choose a status from the Status drop-down list to filter tasks in a specific status. The options are: Active, Complete or Pending. One or more options can be chosen.
- Choose a task owner from the Owner drop-down list to filter tasks for a specific user. Select Unassigned Tasks to search unassigned tasks. One or more options can be chosen.
- Choose a type from the Type drop-down list to filter for a specific type of task. One or more options can be chosen.
- Choose the Purpose from the drop-down list, if applicable.
- Choose an office from the Office drop-down list to filter by office. One or more options can be chosen.
- Choose the Date Milestones from the drop-down list, if applicable.
- Enter a Start Date and End Date, if applicable.
- Check Overdue Tasks Only, if desired.
- Check Favorites Only, if desired.
- Select Apply to apply the selected filters.
- Select Reset Filters to remove the currently applied filters.
- Select Cancel Changes to cancel the filters update.
For additional information, see: Tasks Overview.