{"id":652,"date":"2025-02-14T15:25:48","date_gmt":"2025-02-14T15:25:48","guid":{"rendered":"https:\/\/essays-in-software.com\/good-day\/?post_type=docs&#038;p=652"},"modified":"2025-02-14T15:25:48","modified_gmt":"2025-02-14T15:25:48","password":"","slug":"task-filtering","status":"publish","type":"docs","link":"https:\/\/essays-in-software.com\/good-day\/docs\/web-good-day\/task-filtering\/","title":{"rendered":"Task filtering"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The &#8216;Tasks&#8217; and &#8216;Today&#8217; pages provides options for filtering the list of tasks displayed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There are two methods for activating filters:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Filter toolbar actions<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sidebar Quick filter on key attributes buttons<\/li>\n\n\n\n<li><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Filter toolbar<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The Filter toolbar includes a range of buttons for adding, clearing and saving filter selections<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"273\" height=\"82\" src=\"https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-48.png\" alt=\"\" class=\"wp-image-876\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The toolbar has four buttons:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"120\" height=\"41\" src=\"https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-49.png\" alt=\"\" class=\"wp-image-877\"\/><figcaption class=\"wp-element-caption\">This button shows the number of active filter fields.  Click on the button to add extra filters<\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"41\" height=\"39\" src=\"https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-50.png\" alt=\"\" class=\"wp-image-878\"\/><figcaption class=\"wp-element-caption\">Clicking on this button will remove all filters<\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"38\" height=\"44\" src=\"https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-51.png\" alt=\"\" class=\"wp-image-879\"\/><figcaption class=\"wp-element-caption\">Clicking on this button will open a pop up form that prompts the user to select a previously saved custom filter<\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"39\" height=\"36\" src=\"https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-52.png\" alt=\"\" class=\"wp-image-880\"\/><figcaption class=\"wp-element-caption\">Clicking on this button will prompt the user to save the current filters as a new custom filter<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">When adding a new filter, the &#8216;Set Task Filters&#8217; pop up form is opened.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1009\" height=\"732\" src=\"https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-53.png\" alt=\"\" class=\"wp-image-881\" srcset=\"https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-53.png 1009w, https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-53-300x218.png 300w, https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-53-768x557.png 768w, https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-53-360x261.png 360w\" sizes=\"(max-width: 1009px) 100vw, 1009px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The user may add one or more filters by clicking on the &#8216;+ Add filter&#8217; button and then:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Selecting the field to be the new filter<\/li>\n\n\n\n<li>Choosing the filter operand<\/li>\n\n\n\n<li>Setting the filter value <\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Existing filter entries can be removed by clicking on the &#8216;x&#8217; button found on the right side of the entry<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Quick filter buttons<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The &#8216;Today&#8217; and &#8216;Tasks&#8217; pages include a set of quick filter buttons in the sidebar areas.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"245\" height=\"269\" src=\"https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-54.png\" alt=\"\" class=\"wp-image-882\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">These quick filter buttons are provided as a user convenience for quickly adding filters to the fields most likely to be used for filtering.  Clicking on any one of the quick filter buttons will open up a pop up form to make a filter selection for that particular attribute.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, clicking on the &#8216;Goal&#8217; quick filter will open the &#8216;Select goal&#8217; pop up form.  The user may select one or more goals. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"611\" height=\"906\" src=\"https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-55.png\" alt=\"\" class=\"wp-image-883\" srcset=\"https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-55.png 611w, https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-55-202x300.png 202w, https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-55-345x512.png 345w\" sizes=\"(max-width: 611px) 100vw, 611px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">After the selections have been confirmed, the goal related filters are shown in the sidebar area.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"272\" height=\"299\" src=\"https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-56.png\" alt=\"\" class=\"wp-image-884\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Quick filter entries can be removed by clicking on the &#8216;x&#8217; button at the right side of the filter value.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Default filter settings<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">By default the task filter is set up to include the task Open = Yes filter.    This ensures that the task views are only showing open tasks. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Saving filters for reuse.<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The filtering feature allows a filter setting to be saved for subsequent reuse in later sessions.  This feature is particularly useful when building a complex multi field filter, and by saving this it avoids the user from having to reconstruct the filter settings. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"276\" height=\"83\" src=\"https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-57.png\" alt=\"\" class=\"wp-image-885\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Clicking on the &#8216;Save filter&#8217; toolbar button will open the &#8216;Save task filter&#8217; form.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"612\" height=\"395\" src=\"https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-58.png\" alt=\"\" class=\"wp-image-886\" srcset=\"https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-58.png 612w, https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-58-300x194.png 300w, https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-58-360x232.png 360w\" sizes=\"(max-width: 612px) 100vw, 612px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The form requires that the user:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Provide a unique name for the save filter<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add an optional description<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Switch on or off the use of this filter as the default starting filter.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">After the form fields are set, when the user clicks on the &#8216;Save&#8217; button the form will close.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Saving a custom filter as the &#8216;default starting filter will make those filter settings the starting filter whenever the Tasks page is opened.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Open previously saved filters<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A saved filter may be re-used in a subsequent session.  To open a saved filter click on the &#8216;Open saved filter  toolbar button<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"269\" height=\"80\" src=\"https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-59.png\" alt=\"\" class=\"wp-image-888\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Clicking on the toolbar button will open the saved filter form<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"606\" height=\"727\" src=\"https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-60.png\" alt=\"\" class=\"wp-image-889\" srcset=\"https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-60.png 606w, https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-60-250x300.png 250w, https:\/\/essays-in-software.com\/good-day\/wp-content\/uploads\/2025\/02\/image-60-360x432.png 360w\" sizes=\"(max-width: 606px) 100vw, 606px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The user should select the required saved filter from the list and then click on the &#8216;Select&#8217; button.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At this point, the pop up form is closed, and the filters associated with the saved filter are set as the current filters.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The &#8216;Tasks&#8217; and &#8216;Today&#8217; pages provides options for filtering the list of tasks displayed. There are two methods for activating filters: Filter toolbar The Filter toolbar includes a range of buttons for adding, clearing and saving filter selections The toolbar has four buttons: When adding a new filter, the &#8216;Set Task Filters&#8217; pop up form [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"om_disable_all_campaigns":false,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"doc_category":[9,13],"glossaries":[],"doc_tag":[],"knowledge_base":[28],"class_list":["post-652","docs","type-docs","status-publish","hentry","doc_category-tasks","doc_category-today","knowledge_base-web-good-day"],"year_month":"2026-05","word_count":555,"total_views":"320","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"davout","author_nicename":"dkknamugfgsc","author_url":"https:\/\/essays-in-software.com\/good-day\/author\/dkknamugfgsc\/"},"doc_category_info":[{"term_name":"Tasks","term_url":"https:\/\/essays-in-software.com\/good-day\/docs\/web-good-day\/tasks\/"},{"term_name":"Today","term_url":"https:\/\/essays-in-software.com\/good-day\/docs\/web-good-day\/today\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Web Good Day","term_url":"https:\/\/essays-in-software.com\/good-day\/docs\/web-good-day\/","term_slug":"web-good-day"}],"knowledge_base_slug":["web-good-day"],"_links":{"self":[{"href":"https:\/\/essays-in-software.com\/good-day\/wp-json\/wp\/v2\/docs\/652","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/essays-in-software.com\/good-day\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/essays-in-software.com\/good-day\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/essays-in-software.com\/good-day\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/essays-in-software.com\/good-day\/wp-json\/wp\/v2\/comments?post=652"}],"version-history":[{"count":3,"href":"https:\/\/essays-in-software.com\/good-day\/wp-json\/wp\/v2\/docs\/652\/revisions"}],"predecessor-version":[{"id":890,"href":"https:\/\/essays-in-software.com\/good-day\/wp-json\/wp\/v2\/docs\/652\/revisions\/890"}],"wp:attachment":[{"href":"https:\/\/essays-in-software.com\/good-day\/wp-json\/wp\/v2\/media?parent=652"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/essays-in-software.com\/good-day\/wp-json\/wp\/v2\/doc_category?post=652"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/essays-in-software.com\/good-day\/wp-json\/wp\/v2\/glossaries?post=652"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/essays-in-software.com\/good-day\/wp-json\/wp\/v2\/doc_tag?post=652"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/essays-in-software.com\/good-day\/wp-json\/wp\/v2\/knowledge_base?post=652"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}