Filtered Views

Steps to create and save advanced task filters:

1. Open the Search dropdown from the navbar

2. Click on the ‘Advanced Search’ or filter icon.

3. In the Advanced Task Search window:

   • Filter by fields like:

     • Archived (Yes/No/Any)

     • Name, Description

     • Record Sub Type

     • Files Attached

     • Assigned to / Created by / In Projects

     • Status (Incomplete/Complete/Any)

     • Overdue (Yes/No/Any)

     • Completion Date

4. Click + Add Filter to include custom fields:

   • Priority

   • Followers

   • Groups

   • Estimated/Actual Time

   • Is Subtask

   • And more.

5. Once your desired filters are applied, click Search.

6. The filtered view can be saved, for quick future access.

7. The filtered task list can be exported into a CSV format for external reporting.

8. The filtered view remains dynamic — any updates made to tasks in SmartTask will automatically reflect in the filtered view in real time.

Pro Tip: You can create saved views like:

• Overdue Tasks This Week

• Tasks by Assignee

• Tasks I created

• Tasks Worked on Today

• Tasks with Logged Time