Filtering your tasks list view

By default, your Tasks list view shows your Open tasks that are assigned to you alone. The Tasks list can change dynamically to show only the tasks that you clicked to see on the Supervisor workspace, for example, only the tasks that you must complete today or for a selected calendar date, only your overdue tasks, or only your unscheduled tasks.

About this task

By applying one of the predefined page filters or by adding a new one, you can change or further filter your Tasks list. For example, you might apply a filter to display only your overdue tasks.

Tasks are categorized by activity as follows: Admin, Care Opportunity, Clinical Discharge Follow Up, Documentation, Follow Up, Other, Physical Contact, or Referral. The Tasks list provides context information so that you know the task category.

Procedure

  1. Sign in to your account.
    Your home page opens.
  2. On the Supervisor workspace, select the arrow next to any task set on the Calendar or Work List, for example, Due Tasks, Overdue, or Unscheduled.
    The following preselected filter is automatically applied when the page opens: My Open Tasks.
  3. Change or further filter your Tasks list view based on specific search criteria.
    • Click the filter icon to open the Filter page.
    • Select one or more check boxes that correspond to your search criteria. You can search for only your tasks in a specific state (Open, Closed, Overdue, Unscheduled), or all tasks in a specific state (Open, Closed, Created by Me).
    • Optionally click Add Filter to add another filter to the predefined filters that you already selected or independently of predefined filters. You can further refine your list view by Assigned To, Category, Due Date, Priority, or Status. Enter the details for your filter selection. You can add only one new filter to each column.
    • Click Apply to apply the filter. You can remove page filters by clicking Reset. The predefined filters are retained.