User Guide

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Sorting and Filtering Tasks

You can sort and filter the list of tasks in the task inbox. For example, you might want to review edited records before you review merge proposals.

The task inbox contains quick filters and column filters. You can use these filters in combination to get specific results. For example, to see high priority tasks assigned to you, select the

My Open Tasks

quick filter and set the Priority column filter to

High

. In logical terms, filters are joined by the AND operator.

You can set one column filter at a time. For example, you can narrow your list to Organizations and then further restrict the results to show only the Merge tasks for organizations.

In the navigation bar, click

Home

The task inbox appears.

To sort the list of tasks by a field, click the column heading with that field name.

For example, to sort tasks by task type, click the

Task Type

column heading.

Sorts the tasks based on the values in the selected column. An up arrow beside the column heading indicates that the values are sorted in ascending order. A down arrow indicates descending order.

By default, the task inbox sorts tasks case insensitively. If the number of tasks to sort is more than the value of the

CompositePagerTotalRecords

property, case-sensitive sorting is database dependent. For more information about the

CompositePagerTotalRecords

property, see the

Multidomain MDM Data Director Implementation Guide

To filter the list of tasks, set filter criteria in any order.

To filter tasks by the most commonly used criteria, select one of the following quick filters:

Filter	Description
My Open Tasks	Shows your open tasks.
My Closed Tasks	Shows the tasks that you closed.
All Tasks	Shows all the closed, claimed, and unclaimed tasks that are assigned to your user group.
All Unclaimed Tasks	Shows all the unclaimed tasks that are assigned to your user group.
All Closed Tasks	Shows all the tasks that the users in your user group closed.
All Claimed Tasks	Shows all the tasks that the users in your user group claimed.

To filter tasks based on the values of column headings, enter appropriate values for the following column headings:

Option	Description
Task Title	Shows tasks that contain the specified text. Enter the text that you want to search for in the task titles.
Type	Shows tasks with the selected task type. Select a task type from the list, such as Final Review or Merge .
Priority	Shows tasks with the selected priority, such as High . Select a priority from the list.
Due Date	Shows tasks that are overdue or due in a specific period. Select a due date option from the list.
Status	Shows tasks with the selected status, such as Open or Closed . Select a status from the list.
Owner	Shows tasks that are assigned to the user. Enter a user name.
Creator	Shows tasks that the specified user created.
Creation Date	Shows tasks that are created during a specific period of time. Select a creation date option from the list, such as Last 7 days or Custom range .