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

Name of the tasks view

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

Criteria

Type: Use the Type drop-down menu to select the type of tasks you want to filter by. If no task type is selected, all tasks are displayed.

Choose from the following options:

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

Priority: Use the Priority drop-down menu to specify the priority according to which you want to filter the tasks. 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
• A_Escalation
• B_Escalation
• C_Escalation

Status/Name/Workflow step: Use the drop-down menu and the input field to define which criteria the status, name, or workflow step of the tasks 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/does not contain
• starts with/does not start with
• ends with/does not end with

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

Editor: Select an editor of the tasks. Suggestions will appear as soon as you start to type. The tasks view only contains tasks assigned to the selected editor.

Owner: Select an owner of the tasks. Suggestions will appear as soon as you start to type. The tasks view only contains tasks assigned to the selected owner. The owner is the user who started the workflow.

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

Fields: If you have selected a metadata form, you can use the plus sign to add fields so that you can filter by their contents.

Select the field from the first drop-down menu. In the second drop-down menu, select which condition applies. The following options are available:

• contains/does not contain
• starts with/does not start with
• ends with/does not end with

In the input field, 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.

OK: Click OK to close the dialog box.

Cancel: Click Cancel to cancel the action.