Finding and Viewing a specific Task or set of tasks can be done by filtering in the side menu of the Tasks screen.
In the quick filters, you can filter by:
Task UID
Task Reference
Task States (created, delivered etc.)
Assignment states
Teams the tasks are looked after by (depends on account configuration)
Any tags and descriptions
If you select advanced filters, you can filter by a much wider array of task attributes, some of which are:
Depot
Address (full or partial)
Time windows
Assigned drivers
Customer
Whether the task is partially completed or not
The order value of the task
Contact details (for example a phone number)
Driver skills assigned to tasks
Vehicle Capabilities assigned to tasks
Dimension unit (for example weight, or whichever unit / units you have configured in your account)
Any custom data fields you have defined
When the filters have been added, clicking Apply Filter will allow all the tasks with those parameters to show.
Creating Filter Presets
Depending on your account configuration, you can also set up filter pre-sets which will allow you to quickly select a template by which you want to filter. You can create pre-sets by setting up the filters you require and then subsequently clicking on the arrow and selecting Create Preset. You can then easily manage and edit the pre-sets you create in this way.
