The task list is accessible from the main menu in the Tasks section. When opened, an overview of all available tasks is displayed. At the top of the window (in the header), you’ll find information about the number of tasks currently displayed out of the total number in the system. This section also includes controls that allow you to, for example, filter, sort, export, or add a new task.
Below the header is the task list itself, which is sorted by default from newest to oldest. For better navigation, tasks can also be viewed in Calendar mode, sorted by assignee or due date. The column display in the list can be customized according to your preferences using the “
” icon. This allows you to select which fields to display and adjust their order.
Searching and filtering in the task list
Full-text search in the task list allows you to search for records based on data in the following columns: Task Number, Task Name, Assignee, Link to and Company.
If you need to search for tasks based on multiple criteria, you can use the advanced search filter. Within this filter, you can set various search criteria based on:
- Any column
- End date
- Project order code
- Project code
- Task code
- Location
- Project order name
- Percentage complete
- Validity
- Auxiliary assignee
- Request
- Project
- Assignee
- Company / Name
- Status
- Tags
- Link to
- Created
- Assigned by
- Deal
- Modified
- Modified by
Export Tasks
In the lower-left corner of the task list, there is a XLS button, which allows you to export the currently displayed task list to XLS (Excel) format. The availability of this button can be configured in user permissions.
When you click the XLS button, a new window will open where you can select the columns you want to include in the export.
If you need to export all available columns, there is no need to select them individually—simply click the “<” icon, which selects all columns at once. The order of the columns in the list determines their order in the resulting exported file. To set the default column order, use the “
” icon, which automatically sorts the columns according to their original arrangement.
After selecting the desired columns, start the export by clicking the ✓ Export button located in the lower-right corner of the window. If you do not need to export the data, you can return to the task list by clicking the X Cancel button.
