Using the Task Filtering System in the Scheduler

The filtering system allows you to quickly find specific tasks across multiple projects. Here's how to use it:

How to Filter Tasks

1. Access the scheduler view by clicking on "Scheduler/tasks" in the side menu.
2. Click on the Filter button in the toolbar.
3. Select the projects you want to include in your search:
   • Click on the arrows next to project names to expand/collapse specific projects
   • Only expanded projects will be included in your search
4. Enter your search keywords in the search bar at the top of the screen.
5. The system will automatically:
   • Display tasks (and their subtasks) that match your criteria
   • Highlight projects containing matching tasks
   • Only search within displayed columns
6. Refine your search by selecting specific columns to include:
   • Click on Display Options
   • Choose from available columns:
     • Title
     • Planned, revised and actual start/end dates
     • Status
     • Phase
     • Owner
     • Component
     • Baseline
     • Calendar
     • Task hierarchical code (1.1.1.)

✏️ Note: The system searches only within the columns you've chosen to display.

This filtering system helps you find tasks quickly across all your projects without having to navigate through each project individually.