Builder: How Do I Use Filters and Filter Sets?

Using task filters can help you quickly locate specific tasks or groups of tasks within your TradeTrax application.

Why use Filters?

Setting filters will help you manage your workflow by narrowing the displayed task lists to the specific tasks you need to see.

Filter Sets can be created and saved to different sections of your TradeTrax app to help you quickly employ commonly used filters..

Adjust Filters on the Dashboard- Mobile App

1. There is a Filter icon in the upper right-hand corner of the Dashboard, To-Do's, and Upcoming sections of the mobile app. Tap the Filter icon to adjust your filters.

2.Tap the My Tasks Only Toggle to filter the task list to show only the Tasks that are assigned to you.

3. Tap Task Type- Add Filter to add a filter to only show Tasks of a specific type.

4. Scroll through the drop-down list to find and select the type of task that you want to use to filter your task list. 

5. Tap Account Assignee- Add Filter to add a filter to only show Tasks that are assigned to a specific trade partner.

6. Scroll through the drop-down list to find and select the trade partner you want to use as a filter for the task list.

7. Tap Community- Add Filter to add a filter to only show Tasks that belong to a specific Community.

8. Scroll through the drop-down list to find and select the Community you want to use as a filter for the task list.

9. Tap the Clear All in the upper right-hand corner to eliminate all of your current filter selections.

10. The Filter Icon will show a little red dot if there are active filters selected.

Set Task Filters- Laptop

1.  Click on the Filter Icon (1) in the upper right-hand corner of any section of the application to access the task filters for that section. To filter the displayed tasks to show only the tasks that are assigned to you, click the toggle to the right of My Tasks Only (2). The filter is active when the toggle shows green.
   
2. Click Task Type to add a filter to only display tasks of a specific type. Scroll through the drop-down list to select the type of task that you want to use as a filter. 
   
3. Tap Account Assignee to add a filter to only show tasks that are assigned to a specific trade partner. Scroll through the drop-down list to find and select the trade partner you want to use as a filter for the task list.
   
4. Tap Community- Add Filter to add a filter to only show tasks that belong to a specific Community. Scroll through the drop-down list to find and select the Community you want to use as a filter for the task list.
   
5. The Filter Icon (1) will show a little red dot if there are active filters selected. Tap (2) Clear all Filters in the upper right-hand corner to clear all your current filter selections.  
   

Create and save Filter Sets?

If you have a combination of filters that you use often, you can save those filter selections as a Filter Set.

1. You can create Filter Sets in the To-Dos, Upcoming, and Tasks sections from the left-side menu. After selecting your filters, Click (1) Filter Set to save them as a group.

   

2. Then click Save as New Filter Set.

   

3. Type a name for your new filter set (1) In the Create New Filter Set pop-up. Then click the (2) Create Filter Set button.

   

4. Your new filter set will display on the upper left-hand of the task list. Click on your new filter set to apply those filters to the task list.

   
5. A filter set will show in blue when it has been selected to indicate that it is being applied to the task list below.

    

6. (1) Click the Gears Icon to the right of your filter sets to (2) Share this filter set with another user, (3) Edit the filter set, (4) delete the filter set, and then (5) save any changes by clicking Save.