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MRSweb - Lesson 10.5 - Tasks - Sort, Filter

11/15/2019

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Lesson 10

Chapter 5 - Tasks - Sort, Filter


You are able to sort and filter your tasks in the tables of MRSweb.

Sort
​

Sorting data makes it easier to see and review the data displayed.  

 ​​
​Here's how to sort in a table:
In the Grid view you can sort by any of the column headers.

In the example shown, in the next 2 screenshots,
we want to sort by the date the task was opened.

​To sort by a column header:
 - click on a column header (Open Date)
​ - select from the pop-up menu (Latest on Top)

i  When the Sort order is applied, you will see an arrow in the column header, indicating your selection choice (e.g. a down arrow means Latest on Top.

i Sort menu options will be slightly different, depending on the column header.


​​
Picture
The screenshot seen below is sorted by Open Date so that the listing displays task open dates with the latest date on top.

Note the down arrow in the Open Date column header.
Picture

Filter


​Filtering data separates out the unwanted information, hiding the information that doesn't meet your filter criteria.

Here's how to filter in a table:

​​In the Grid view you can filter by any of the column headers.

In the example shown in the following screenshots, we want to show only the tasks that are sales journals.  So we will filter the Type column.


To filter by a column:

Option 1:

1 - Right click on the column header "Status" (for our example)

2 - Select "Text Filters"

3 - Click on the "Equals" arrows to view options and make selection.  (for our example, we selected "Equals"

4 - Click on the "Text" arrows to view options and make selection (for our example, we selected "Completed")

5 - Click "Apply"

​The filtered listing will show only the completed tasks.

i Filter menu options will be slightly different, depending on the column header.

​
Picture
Picture
​Option 2:

1 - Click on the 3 dots on the top right of the Menu bar

2 - Select "Filter" from the slidebar

3 - Select "Status"

4 - Select "Completed" (for our example)

5 - Select "Apply"

The filtered listing will show only the completed tasks
Picture
Picture
Picture

The screenshot below is filtered by Status "Completed" so that the listing displays only the completed tasks.
 
Note the filter icon next to "Status".
​
Picture
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    MRSweb

    Online Training Lessons
    ​

    Lessons
    0 - Intro
    1 - Getting Started
    1.1 - Sign up 
    1.2 - Login 
    1.3 - Forgotten Password
    2 - Navigation
    2.1 - Add Shortcut to Home Screen
    2.2 - Menus & Toolbars
    ​2.3 - Icons
    2.4 - Settings
    ​2.5 - Notifications
    ​2.6 - Data View Styles
    ​
    2.7 - Sidebars
    ​2.8 - Sort, Filter
    2.9 - Reports
    ​
    3 - Home page
    ​
    3.1 - MRSware.com
    3.2 - MRSweb Training
    3.3 - Webmail
    3.4 - Sync
    3.5 - Status
    4 - Contacts 
    ​4.1 - Contacts, Companies, Individuals
    ​4.2- Edit Contact
    4.3 - Create a New Contact
    4.4 - Sidebar
    ​4.5 - Tabs, Categories
    ​
    4.6 - Sort, Filter
    ​4.7 - Reports

    5 - Customers, Accounts
    5.1 - Sidebar
    5.2 - Sort, Filter
    ​6 - Sales Reps
    ​8 - Appointments
    8.1 - Edit Appointment
    8.2 - Create a New Appointment
    8.3 - Sidebar
    8.4 - Tabs, Categories
    8.5 - Sort, Filter
    ​8.6 - Reports
    9 - Journals
    9.1 - Edit Journal
    9.2 - Create a New Journal

    9.3 - Sidebar​
    9.4 - Tabs, Categories
    9.5 - Sort, Filter
    ​9.6 - Reports
    10 - Tasks
    10.1 - Edit Task
    10.2 - Create a New Task
    10.3 - Sidebar
    10.4 - Tabs, Categories
    10.5 - Sort, Filter
    ​10.6 - Reports
    ​11 - Projects
    11.1 - Edit Project
    11.2 - Create a New Project
    11.3 - Sidebar
    11.4 - Tabs, Categories
    11.5 - Sort, Filter
    ​11.6 - Reports
    ​​
    12 - Orders
    ​
    12.3 - Sidebar
    13 - Invoices
    ​15 - Product Catalog
    15.1 - Edit Product
    15.2 - Create a New Product
    15.3 - Import Products
    15.4 - Sidebar
    15.5 - Sort, Filter
    ​
    16 - Import
    ​

    All
    Import
    MRSweb

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