Step 1: Login to the platform with the given credentials.
Step 2: Click on the “Tasks” module to open the submenu. Within the submenu, click on either “Catch-up”.
Step 3: Click the Filter button to display the popup.
All tasks created by me:
This will display tasks that you have created when the toggle is turned on.
All tasks reviewed by me:
If you are assigned as a reviewer for any task, those tasks will be displayed to you when the toggle is turned on.
Owned by all active users:
This option is available only to admins. When turned on, it allows viewing of tasks owned by all active users.
Owned by My Team (Direct & Matrix):
This option is available to managers. It will display tasks owned by your direct reports, as well as any tasks that you are assigned as a matrix manager.
Task Owner:
This will display a list of users based on their profile. If you are a manager, you can choose any of your direct reports from the list to view their tasks. If you are an admin, you can view all employees’ tasks.
Created By:
Select the user who created the task to filter tasks accordingly.
Statuses:
Filter tasks based on their current status.
Task type:
All task types will be displayed in the list. Select the appropriate type to view specific tasks.
Priority:
Filter tasks based on their priority flag (Red, Blue, Green).
Alignment:
There are three alignment types:
Sub-Key Result: Tasks created as sub-key results for a key result.
Initiatives: Tasks created as initiatives for the respective key result.
None: Independent tasks without any alignment.
Customer | Module | feature:
Filter tasks based on customer, module, and feature.
Task Description Search:
You can search for tasks using the description.
To reset the filters, click Reset. Finally, click View to find the filtered tasks.
Step 4: The Deep Dive page also includes the same filters, with one additional filter: Duration.
You can filter tasks based on the following options:
Today: View tasks for the current day.
Last 15 days: View tasks from the past 15 days.
Last month: View tasks from the previous month.
This month: View tasks for the current month.
Next month: View tasks for the upcoming month.
This year: View tasks for the current year.
Custom: Select a custom date range using the date picker to choose a start and end date, and find tasks within that range.
