Filtering a Task Board

You can filter a task board so that it displays only the tasks that have been assigned to your role or customize the filter view. See Configure Default Sorting/Grouping/Filtering to predefine filtering per template.


💡 TIP: If you need to have My Items as the default view in a Task Board, a D4H account admin needs to have the default view as "My Items" in that Task Board template.

WEB APP

  1. Access the open Channel
  2. Click on the Task Board
  3. Click the Filter icon
  4. Click My Items to see only tasks assigned to your role or select Custom to customize the view in the channel

MOBILE APP

To do this from the mobile app:

  1. Download and open Incident Management mobile app
  2. Access the open channel
  3. Click on the Task Board
  4. Click the Filter icon

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