How to filter the Tasks that are assigned to me and others in Task Management?

Category: Tasks

Profit.co provides an option for the users to filter and view the Tasks that are assigned to them through the Assignee filter option on the Task page.

Why this Feature?

  • In Task management the Super Users and other Profit Users can view the tasks that are assigned to yourself and other users in the workspace simultaneously.
  • But at times when you are in a hurry to just take a look at the tasks assigned to you alone or any other specific user, for instance, you may click on this assignee name filter icon.

Step 1

On the top of the Workspace or Board page, users can see the filter option for Assignees. By clicking on the “Me” i.e the owner of the account can view tasks assigned to him in the corresponding Workspace or Board Page. Navigate to any of your Workspace or Board.

task

Also, you can navigate to My Tasks from the left menu.

left_menu

On the My Tasks page, you can view all the tasks that have been assigned to you by others.

Step 2

The second one is the All Assignees option.

assignee

When the user clicks on the All Assignees icon, the list of all assignees will be displayed in the dropdown.

all_assignee

Users can select any specific user from the dropdown and view the corresponding assignee’s tasks alone in the corresponding Workspace or Board.

For instance, if the user wants to see only the task of the assignee named Morgan Edwards the user should select only that particular user and deselect others. Here you can see the task Morgan Edwards displayed.

select_assignee

Step 3

Also, you can navigate to My Task for Others from the left menu.

left_menu

Here you can view the tasks that you have assigned to other users.

task_for_others

Related Blog Post,

To learn the process of using OKRs and Tasks, click here.

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