Filtering Task Selection for a Work Order

Path: Transactions > Work Order > Records / Identity–Tasks Subtab

When the number of tasks is large, you can filter tasks by Task Type. Click the selection window button next to the Task field on the Add Task window to open the Task Library Popup window.

The Task Types display in the left pane. By default, all tasks are listed in the right pane. Click a Task Type and reduce the list to tasks associated with the selected Task Type. Use the fields at the top of the window to refine the filtering process even further.

When you have the results filtered as you want, click the five dots at the top or left of the task grid to expand or collapse the size of the grid vertically, horizontally, or both.