Use the New view filter function to create a new tasks view filter in the Tasks work area. Task view filters are shown as tiles in the tile navigation. You can filter the tasks view filter according to reminders, workflows, monitoring, and forms.

Name of the tasks view filter

Name: Define the name for the new tasks view filter here.

Criteria

Type: Use the Type drop-down menu to choose by which type of tasks filtering should take place. If no task type is selected, all tasks are displayed.

Choose from the following options:

• Reminder
• Workflow (without form)
• Monitoring
• Form-based workflow

Priority: Use the Priority drop-down menu to specify the priority according to which the tasks are to be filtered. Only tasks with the selected priority are displayed. If no priority is selected, all tasks are displayed.

Choose from the following options:

• A
• B
• C
• Escalation

Name: Use the drop-down menu and the input field to define which criteria the name of the tasks have to meet so that the corresponding tasks can be displayed.

Use the drop-down menu to select which condition applies. Choose from the following conditions:

• contains
• begins with
• ends with

In the input field, enter the character string that the selected condition should be applied to.

Workflow step: Use the drop-down menu and the input field to define which criteria the workflow step must meet for the corresponding tasks to be displayed.

Use the drop-down menu to select which condition applies. Choose from the following conditions:

• contains
• begins with
• ends with

In the input field, enter the character string that the selected condition should be applied to.

Keywording form: Use the Keywording form drop-down menu to select a keywording form if you only want tasks with the corresponding keywording form to be displayed in the tasks view filter.

Index fields: if you have selected a keywording form in the Form field, you can select an index field from the drop-down menu under Index fields.

If you have selected an index field, another drop-down menu for selecting a condition appears to the right. Use the drop-down menu to select which condition applies. Choose from the following conditions:

• contains
• begins with
• ends with

In the input field to the right, enter the character string that the selected condition should be applied to.

Show postponed workflows: If the option Show postponed workflows option is enabled, postponed workflows will also be displayed within the new tasks view filter.

OK: Click OK to close the dialog box.

Cancel: Click Cancel to cancel the action.