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Filter Tasks in All Folder

Learn how to view and filter Open and Closed Workflow tasks.

You can filter Open and Closed workflow tasks in the All tab in the Inbox. You can view tasks based on the filters defined.
Note: Some things to consider while viewing tasks:
  • You cannot reassign, edit, comment, and perform actions on a closed task.
  • Tasks are displayed based on your access rights.
Note: Retaining a large number of old, closed tasks can impact Inbox performance. You can accept the default Time To Live (TTL) period for retaining resolved and invalid tasks, or configure the time period to suit your needs. For more information, see topic Working With Tasks
The Step Action taken field reflects appropriate actions against each workflow task based on the Step selected.

To filter tasks in the All folder:

  1. In the All folder, select the Navigation icon on the upper left corner of the Inbox page. All the available filters are displayed.

    Label for the Status filter is dynamic and depends on Step filter selected. When Step is selected, the label dynamically changes to Step action taken. When the step is not selected, the Status label is available. By default, the status is selected as Open.

  2. Select a task on which you want to apply the filter.

  3. Select the status as Closed.

    The task with Closed status will be displayed with the action taken as Approve, or Reject along with the date and time of when the action was taken.