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Advanced filtering system PDF Print E-mail
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Wednesday, 29 October 2008 06:23
filters_2_mainpageDefine any number of filters (private or public) and apply them on your task records. you change filters at run-time in no time!

InTask has powerful filters mechanism letting you decide what tasks do you want to see at a given time.

Filters are very important. They are part of the methodology of every day working with InTask. A QA person will probably want to see only tasks waiting to be checked while a developer will want to see only new or unfinished tasks assigned to him.

In order for the InTask users to see what they need to see we use filters. Filters are private and belong to the one who created them unless he decides to share them with other users.

To create a new private filter click the ‘Filters' button in the main toolbar and then select the ‘Edit Filters...' item.


Figure 24 - Selecting edit filters menu

The filter records dialog will appear.


Figure 25 - Filters editor dialog

In this dialog you can define any number of private filters which you will use on a daily basis. To define new filters do the following:

  1. Click on the ‘Create New' button
  2. Give your new filter a name.
  3. Click ‘OK' to commit or "Cancel' to abort.
  4. If your newly created filter is not automatically selected, select it manually by opening the filters list.
  5. After your filter is selected, you can continue defining what type of records this filter will allow you to see. Here are the criteria you can use:
    1. QA Status - which QA statuses you want to see with this filter
    2. Dev Status  - the same but regarding developers statuses
    3.  Assigned to - see tasks assigned to specific users
    4. Creators - see tasks created by specific users
    5. Severity - see tasks only with specific severity
    6. Record type - which types of tasks are you interested in
    7. Start and End date - limit your tasks to specific time frame
    8. Target versions - type in any target versions you are interested in for example: 1.0, 1.1, 3.5 notice that they are comma separated.


When you are finished, click the ‘Save' button to save the new filter or click the ‘OK' button to save and make it as your default filter.

To make a filter public check the ‘Public filter' checkbox in the filters definition dialog.


Switching between filters

To switch between your pre defined filters you can do one of two things:

  1. Quick switching - click the ‘Filters' toolbar button and select the desired filter from the drop down list.

Figure 26 - Quick switching between filters

  1. Default switching - click the ‘Filters' toolbar button and select the ‘Edit Filters...' item. The filter definition dialog will appear. Now, select the desired filter from the filters list by clicking the browse button. Finally, click the ‘Set as Default & Exit' button. This will make the selected filter active and set it to be the default filter when entering the system.

Figure 27 - Set as default & Exit button in the filters editor dialog

Last Updated on Friday, 20 August 2010 17:25

Agile Project Management

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