Tasks Sidebar

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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 Tasks Icon
  2. The Tasks Sidebar is displayed.
Tasks Sidebar
Tasks Sidebar

See our User Guides for more information on using Katala.

Searching for Tasks

To search the tasks in the tasks sidebar:

  1. Click on Search Icon.
  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 Filter Icon.
  2. The Filter By / Sort By menu is displayed.
Filter By Menu
  1. The Filter By options are:
    • Incomplete Only
      • [x] display incomplete tasks.
      • [ ] display complete and incomplete tasks
    • My Tasks Only
      • [x] display your tasks.
      • [ ] display everyone’s tasks
    • Quick Creates
      • [x] 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 Sort Icon.
  2. The Sort By menu is displayed.
Sort By Menu
  1. Click on a Sort By option to apply the sort order..
  2. Click on the Sort By option a 2nd time to reverse the sort order.
  3. Click on the Sort By option a 3rd time to remove the applied sort.

See our User Guides for more information on using Katala.

Try our in-app user guides for faster onboarding.

Launching User Guide
  1. Click your user icon.
  2. In the side pane, click User Guides.
  3. Select a topic.
  4. Become a Jedi Master.