The purpose of this article is to provide you with a step-by-step guide to using the task filtering function in Activ8 software. We explain how you can add and save a filter.
Finding The Tasks Filtering Function
After opening Activ8, click on the ‘Workflow’ section in the left-hand panel. From the drop-down menu, select ‘Tasks’. Doing so takes you to the ‘My Tasks’ screen.
![](https://powerbase.dotactiv.com/wp-content/uploads/2019/10/image2-1.png)
In the ‘My Task’ screen, navigate to the task filtering function. You can find it in the top right corner un the heading ‘Task Filtering’.
![](https://powerbase.dotactiv.com/wp-content/uploads/2019/10/My-Tasks-Screen-1024x235.png)
![](https://powerbase.dotactiv.com/wp-content/uploads/2019/10/image1-1.png)
Adding A Filter
To add a task filter, click on the ‘Add Filter’ drop-down menu and select which filtering option you would like to use.
![](https://powerbase.dotactiv.com/wp-content/uploads/2019/10/Add-Filter.png)
In the ‘Add Filter’ field, you will need to specify a User, Board, Company, Observer, Project, Task Owner, Task Status or Task Type. You can click ‘Done’ to apply the filter.
Saving A Filter
After clicking ‘Done’, you have the option to save the filter to use at a later date.
![](https://powerbase.dotactiv.com/wp-content/uploads/2019/10/Screen-Shot-2019-10-09-at-8.26.15-AM.png)
Click ‘Save As’ to begin the process. Next, give your filtered view a name.
![](https://powerbase.dotactiv.com/wp-content/uploads/2019/10/Screen-Shot-2019-10-09-at-8.26.28-AM.png)
Once saved, can you find your filtered view in the ‘My Views’ drop-down menu.