Tasks Sidebar

Overview

The Tasks Sidebar is where all of the tasks in Katala are displayed:

• Tasks
• To Do Tasks
• Follow-up Tasks

The default view displays your assigned, incomplete tasks.

View Tasks Sidebar

To view the Tasks Sidebar:

1. Click on
2. The Tasks Sidebar is displayed.

See our User Guides for more information on using Katala.

Searching for Tasks

To search the tasks in the tasks sidebar:

1. Click on .
2. Enter the search term in the search field.
3. Tasks matching the search criteria are displayed.

Filtering Tasks

To filter tasks in the tasks sidebar:

1. Click on .
2. The Filter By / Sort By menu is displayed.

3. The Filter By options are:
   • Incomplete Only
     • display incomplete tasks.
     • display complete and incomplete tasks
   • My Tasks Only
     • display your tasks.
     • display everyone’s tasks
   • Quick Creates
     • display quick create tasks
     • display all task types.
   • Created By
     • display tasks created by selected user

Sorting Tasks

To sort tasks in the sidebar:

1. Click on .
2. The Sort By menu is displayed.

3. Click on a Sort By option to apply the sort order..
4. Click on the Sort By option a 2nd time to reverse the sort order.
5. Click on the Sort By option a 3rd time to remove the applied sort.

See our User Guides for more information on using Katala.