Filtering and Searching Tasks

To get you started with managing tasks, this topic walks you through the filter and search mechanisms.

To filter and search tasks, in the search box, type a keyword and press enter.

The search results appear. You can view the number of tasks based on their status (Important, Pending, and Completed) and types (To-Do task, Request Access, Issues, and so on). For example, in the following image, for a keyword, Dataset, search results include three important tasks, three pending tasks, and three Request Access tasks.

Myactioncentertasksearch

You can narrow down these search results on task status. Under the Filter by Option, click a filter.

The applied filter turns blue, and the search results change based on the applied filter.

For example, in the following image, a filter, Important is applied. The search results display three tasks under the All My Tasks list.

Myactioncentertaskimportant

You can narrow down the search results further based on task types. Under Filter by Types, click a filter.

The applied filter turns blue, and the search results change based on the applied filter.

For example, in the following image, two filters, Important and Request Access are applied. The search result displays three tasks under the All My Tasks list.

Myactioncentertaskrequestaccess

Similarly, you can apply other filters to reduce the search results to a meaningful result set. Additionally, you can switch between the following options:

  • My Tasks (Myactioncenter Enable to Get Only My Tasks Icon): Displays tasks created by or assigned to you.

  • All Tasks (Myactioncenter Enable to Get All Tasks Icon): Displays all tasks.

The All Tasks option is available only when the View All Task checkbox is selected for the user under the Permission Tree section in the Resource Manager module. For more information on enabling this option, refer to the Enabling All Tasks Option topic.

Enabling All Tasks Option

To enable All Tasks option, follow these steps:

  1. Go to the Application Menu > Data Catalog > Resource Manager.

  2. By default, the Users tab opens.

  3. Click the Roles tab.

  4. On the Roles tab, click Role.

    5. Myactioncenter Resource Manager Page

  5. Click Edit.

  6. Under Permission Tree, expand My Action Center and then select the View All Task checkbox.

    7. Myactioncenter Resource Manager Page Permissiontree

  7. Click Save.