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
Reference
External ID
Task States (created, delivered, etc.)
Teams the tasks are looked after by (depends on account configuration)
Date range
Item information contents
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 are 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
And many more options.
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 setup, you can create and use filter presets to quickly apply saved filtering templates. To create a preset, first apply the desired filters, then click the arrow icon and select Create Preset. Presets you create this way can be easily managed and edited at any time.
