If you regularly search for the same combination of task types, assignees, or statuses, you can save that filter configuration and reuse it with a single click. That way, you don't have to set up the same criteria every time.
Use this guide to learn how to save a filter and load it later from the Tasks panel.
Save a filter
- Click the Search bar at the top of the Tasks panel.
- Click More filtering options at the bottom of the dropdown.
- Set your filter criteria.
- Select types of tasks — Check one or more task types, such as Missed Call, Email, or Chat.
- Assigned to — Search for and select the team member whose tasks you want to view. Leave empty to include all team members.
- Created by — Filter by who created the task.
- Skills — Filter by one or more skills.
- Tags — Filter by tag.
- Customer — Filter by a specific customer.
- Completion — Select Completed, Not Completed, or All.
- Direction — Select Outgoing, Incoming, or All.
- Connected — Select Connected, Not Connected, or All.
- Following — Select Following, Not Following, or All.
- Rating — Filter by task rating.
- Feedback — Select With Comments, Without Comments, or All.
- Campaign — Filter by campaign and instance.
- From — Set a time range, such as Anytime or a specific period.
- Sort by — Choose how results are sorted, such as Due date.
- Click Save Filter at the bottom of the dialog.
- Complete the save options:
- Filter name — Enter a name for the filter (maximum 36 characters).
- Default filter — Toggle this on to make this filter load automatically every time you open the Tasks panel.
- Click Done to save.
Tip: Choose a name that reflects what the filter shows — for example, "My open calls" or "Unassigned chat tasks" — so it's easy to identify later.
Use a saved filter
- Click the Search bar at the top of the Tasks panel.
- Your saved filters appear in the dropdown alongside the default filter options.
- Click the saved filter you want to apply.
- The Tasks panel immediately updates to show only the tasks that match your saved criteria.
