Overview
After you have created a Project, you will likely create many tasks pertaining to that project. Fortunately, there is a way to keep track of the large volume of content that you and other users create on the Project with the "Sort" and "Filter" Tasks options. You can leverage both the 'Sort' and 'Filter' options at the same time to only display the tasks that are relevant to you and your team.
How to sort tasks
- Open your project
- Navigate to the 'Tasks' tab.
- Select the 'Sort' button in the top-right corner.
- Choose one of the parameters to sort by.
When sorting your tasks, you can sort by the following:
- Category
- Assignee
- Plan
- Title
- Task #
- Start date
- End date
- Last modified
How to filter tasks
To filter your tasks
- Open your project.
- Navigate to the 'Tasks' tab.
- Select the 'Filters' option in the top-right corner.
- Adjust the parameters in the 'Filters' bar to isolate tasks.
Tip: Use the 'Filters' tool to view the verified tasks which have been automatically archived: When are Verified tasks archived and how do I view them?
Note: To learn how to sort and filter on mobile, check out this article: How to use Tasks on the Fieldwire Mobile Apps (iOS and Android)?
The Filters Bar
The Filters bar pop-up allows you to leverage different task attributes to filter your tasks:
| 1. Status | Filter tasks by status. If your project uses custom task statuses, these will populate under the ‘status’ drop-down menu. |
| 2. Category |
A list of the categories in your project that you can filter by. Defaults to all categories if unspecified. When filtering by Category, you can select up to 30 categories at one time. |
| 3. Assignee |
A list of the task assignees you can filter by. Defaults to all assignees if unspecified When filtering by Assignee, you can select up to 30 assignees at one time. |
| 4. Creator | Filter by the creator of the pertinent task. |
| 5. Plan | Here you can specify the folder(s), plan tag(s), or specific plan(s) you would like to filter your tasks by. |
| 6. Tags | Isolate by the tags you have used in the Task Attributes section. |
| 7. Location |
Locations are either ordered in the context of other nested locations or can be reported on individually. See the Nested Locations article for more details: Introduction to Nested Locations When filtering by Location, you can select up to 30 locations at one time. Note: Now, when you search for a location, all of its sub-locations will appear automatically, making it easier to find what you're looking for. |
| 8. Time | This allows you to sort by when a task was last modified and created. Or the Start and End date of a task, as indicated in the "Task Attributes" section. Or if a task is Overdue or has been Completed or Verified. |
| 9. Overdue | Shows all open Tasks with a due date in the past. |
| 10. Custom Task Attributes | For Business and Business Plus tier users, Custom Task Attributes (CTAs) can now be used when filtering tasks. You will see any CTA that is toggled "on" in the Project settings as an option by which to filter tasks. |
| 11. Show all verified tasks | Use this option to view verified tasks that have been automatically archived. |
| 12. Watching | Shows all Tasks you are assigned to as a Watcher. |
| 13. Clear filters | Clears all selected filters to show all Tasks again. |
Note: Now, when you search for a location, all of its sub-locations will appear automatically, making it easier to find what you're looking for.
More Information
Video Tutorial on Creating and Managing Tasks
Creating & Managing Tasks on Web
Video Tutorial on Advanced Task Features
Configuring Tasks