There are several ways you can filter your tasklist.
You can use this to limit the type of items displayed. Checking the box will include that item type. The system selects all types by default.
Date Created Within 6 Months
When you select this box, your list shows items just recently created. You can uncheck this box to see older items.
By default, the system selects all locations. If you want to limit your search results to specific locations, uncheck the All Locations check box, then check the desired ones. Checking a team box will include all desks for that team.
This defaults to including all action/requests types. If you want to limit your search results to specific types, uncheck the All Action/Requests Types check box, then check the desired ones.
The system selects All Last Actions by default. You can select one or more actions from the list.
You can use this drop-down menu to further refine the items you select. The choices are:
- Budget # – enter 1 or more digits. All items that start with a matching number will display. If you enter 2 or more digits, the system will automatically include the hyphen.
- Item # – enter the full item number without the alphabetic prefix.
- PI Last Name – enter 1 or more letters. All items with a PI Name that starts with the entered letters will display.