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Rename the filters page, other improvements based on review
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volodymyr-melnykc committed Jun 7, 2024
1 parent b04165d commit 376bf1c
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---
id: tasklist-example-use-case
title: Example use case
id: tasklist-get-started
title: Getting started
description: "How to assign and complete tasks in Tasklist."
---

When you've successfully logged in, you'll see the **Tasks** page:

![tasklist-start-screen](../img/tasklist-start-screen_light.png)

To find relevant tasks you can use [filters](./find-relevant-tasks.md).

## Assign tasks

When no tasks are assigned to you, the list appears empty.

![tasklist-claimed-by-me-empty](img/tasklist-claimed-by-me-empty_light.png)
To find relevant tasks you can use [filters](./using-filters.md).

Select the **Unassigned** filter list and assign a task to yourself using the **Assign to me** button on the top panel:

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---
id: find-relevant-tasks
title: Find relevant tasks
description: "Tasklist is a ready-to-use application to work on user tasks."
id: using-filters
title: Using filters
description: "Find relevant tasks in Tasklist"
---

When you open the **Tasks** page, you will see the list of all tasks. This is a starting point for managing your workload.
Expand All @@ -27,7 +27,7 @@ Default filters:

## Create new filter

To create a new filter, click on the option to apply a new filter. This action will open a filter dialog.
To create a new filter, click to apply a new filter. This action will open a filter dialog.
In the dialog, you can define various rules based on task attributes. The supported attributes are:

- Assignees and candidate groups
Expand All @@ -41,13 +41,11 @@ In the dialog, you can define various rules based on task attributes. The suppor

After defining the rules, click **Apply** to apply the filter. The system will then filter the tasks according to your criteria, displaying only the relevant tasks.

![tasklist-filter-dialog-set-attributes](img/task-filters/tasklist-filter-dialog-set-attributes.jpg "Custom filter settings")

## Save filter for future use

If you need to use the filter again, you can save it:

1. Click on the option to save the filter.
1. Click **Save** filter.
2. You will be prompted to enter a name for the filter. Choose a descriptive name that will help you recognize it later.
3. Click **Save and apply**.

Expand All @@ -63,15 +61,17 @@ Filters you create are saved locally to your device. Therefore, while you can ac

## Update saved filter

You can edit or [delete](#delete-a-filter) filters that you saved.

![tasklist-saved-filter-options](img/task-filters/tasklist-saved-filter-options.jpg "Saved filter options")

To change the criteria of an existing filter, take the following steps:

1. Choose the filter you want to update from your list of saved filters, and click the three vertical dots next to its name.
2. Click **Edit**. This action will open the filter dialog with the current settings of the filter.
3. Update the filter criteria as needed.
4. Confirm the changes by clicking **Save and apply**.

![tasklist-saved-filter-options](img/task-filters/tasklist-saved-filter-options.jpg "Saved filter options")

![tasklist-edit-filter-dialog](img/task-filters/tasklist-edit-filter-dialog.jpg "Edit filter details")

## Delete a filter
Expand All @@ -80,7 +80,7 @@ To delete a filter, take the following steps:

1. Choose the filter you want to delete from your saved filters, and click the three vertical dots next to its name.
2. Click **Delete**.
3. Click **Confirm deletion**.
3. Click **Confirm deletion** in the dialog.

![tasklist-delete-filter-dialog](img/task-filters/tasklist-delete-filter-dialog.jpg "Confirm filter deletion")

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4 changes: 2 additions & 2 deletions docs/components/tasklist/userguide/using-tasklist.md
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Expand Up @@ -75,9 +75,9 @@ If your organization has RBA enabled, the process diagram will be displayed only

## Filtering

To group tasks and quickly find relevant assignments, use [task filters](./find-relevant-tasks.md).
To group tasks and quickly find relevant assignments, use [task filters](./using-filters.md).

[![tasklist-default-filters](img/task-filters/tasklist-default-filters.jpg "Task filters")](./find-relevant-tasks.md)
[![tasklist-default-filters](img/task-filters/tasklist-default-filters.jpg "Task filters")](./using-filters.md)

## Ordering

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4 changes: 2 additions & 2 deletions optimize_sidebars.js
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Expand Up @@ -1162,11 +1162,11 @@ module.exports = {
),
docsLink(
"Example use case",
"components/tasklist/userguide/tasklist-example-use-case/"
"components/tasklist/userguide/tasklist-get-started/"
),
docsLink(
"Find relevant tasks",
"components/tasklist/userguide/find-relevant-tasks/"
"components/tasklist/userguide/using-filters/"
),
docsLink(
"Starting processes",
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4 changes: 2 additions & 2 deletions sidebars.js
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Expand Up @@ -410,8 +410,8 @@ module.exports = {
{
"User guide": [
"components/tasklist/userguide/using-tasklist",
"components/tasklist/userguide/tasklist-example-use-case",
"components/tasklist/userguide/find-relevant-tasks",
"components/tasklist/userguide/tasklist-get-started",
"components/tasklist/userguide/using-filters",
"components/tasklist/userguide/starting-processes",
],
},
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