The tasks table has controls at the top for filtering the list and exporting it for reporting. Combine filters with the built-in views and the All Tasks / My Tasks toggle to find exactly the tasks you need.
Filters
Click Filter at the top of the tasks table to open the filter builder. Each filter is a condition in the form Where [column] [is] [value]; click Add a new filter to stack more conditions, then Apply filter to apply them (use Clear all to reset). You can filter on any column, including:
- Due date — filter by when tasks are due.
- Completed — filter by completion status (complete vs not complete).
- Assignee — filter to tasks assigned to a particular user or team.
- Mentions — filter to tasks that mention a particular Contact.
- Created By — filter to tasks created by a particular user.
- Created on — filter by the date a task was created.
Filters stack with the active view and the All Tasks / My Tasks toggle, so you can build a precise list (for example, All Tasks + Overdue + a specific Assignee).
Sorting
Next to Filter, use the Sort button to order the table by a column: choose a column under By and a direction (Ascending or Descending), then click Apply sort. Use Clear all to remove the sort.
Exporting tasks
- Apply any views, the All Tasks / My Tasks toggle, and Filters so the table shows the tasks you want.
- Click Export at the top of the tasks table.
- The current table is downloaded for use in reporting or sharing outside SwiftFox.
Tips
- Filter before exporting so the export contains only the rows you need.
- Use Created By and Created on filters to review who has been logging tasks and when.
- Use the Mentions filter to pull together every task tied to a particular Contact.