Filter tasks on the Tasks page
The filters above the board or list on the Tasks page narrow which tasks you see. Use them to review tasks for a particular event status, date range, or person. Filtering changes the view, not the tasks themselves.
Event Status filter
Event Status filters tasks by the status of the event they belong to. Choose Active for Inquiry, Proposal, and Booked events together, choose an individual status, or choose All. Individual choices include Inquiry, Proposal, Booked, Completed, Cancelled, Lost, and Archived.
The menu keeps the active grouping, individual stages and outcomes, and the option to include every event status in one place.
Open Event Status above the board or list.
Select the event status you want to include.
Select All to include every event status again.
This filter does not use the task's To Do, In Progress, or Complete status, or the event's custom Workflow Status.
Date Range filter
Date Range shows tasks whose due date falls within the selected dates, including the first and last day. It uses each task's calculated due date, not the event date. For example, Next 2 Weeks helps you review the work coming up over the next two weeks.
Open Date Range above the board or list.
Select a start and end date, or choose Next Week, Next 2 Weeks, Next Month, or Next 2 Months.
To see tasks without a date limit, open the picker again and select Reset.
The date picker provides both calendar dates and shortcuts. Changing this filter does not reschedule any task.
A task whose due date depends on unfinished work may not have a calculated date yet, so it will not appear within a date range. See Unresolved event tasks for how to review those tasks on an event's Tasks tab.
Due Today filter
Select Due Today to show tasks due today or earlier. This is useful for a daily review because it includes overdue work without extending the date range into the future. Select Due Today again to turn the filter off.
When Due Today is on, the page is not using the ordinary Date Range selection. Turn it off before choosing a future date range.
Assignee filter
Assignee narrows the view to tasks assigned to a workspace member, either directly or through their Event role. Select yourself to review your work, or select a colleague to see their upcoming and completed tasks.
Open Assignee above the board or list.
Select the member's name.
To include everyone again, select the Clear icon in the field.
The circled field is the filter for the whole page. It does not change who is assigned to an individual task.
The Assignee filter is available on supported subscriptions. See Assign a task to a member or Event role to change a task's assignment.
Combine or clear filters
All selected filters apply together. For example, select Booked, turn on Due Today, and select a colleague to see that person's booked-event tasks due today or earlier.
Save the default view
After choosing the event status, Due Today setting, unresolved-task setting, assignee, and Board or List presentation you normally use, select the star labeled Save current view as default. A filled star marks the current default. FlowerBuddy restores that saved combination for your account and workspace in this browser when you return to the Tasks page. The ordinary Date Range is not part of the saved default.
If an expected task is missing, return Event Status to All, turn off Due Today, reset Date Range, and clear Assignee. Also check whether the task is applicable to the event's current status. Then add the filters back one at a time. You can use the same filters in Board or List view.
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