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
- Access the open Channel
- Click on the Task Board
- Click the Filter icon
- 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:
- Download and open Incident Management mobile app
- Access the open channel
- Click on the Task Board
- Click the Filter icon