This article covers how to filter and search through your Tasks in HappyCo Manage.

Searching Tasks

• Log into your account in Manage

• Select your property folder from the drop down menu at the top

• Next, select Tasks under Apps in the left side menu

• Beside the title Tasks, click on the drop down box

• Here you can select to view Open or Complete tasks

  • This will default to Open

• Next, locate the search bar at the top right of the page

• You can enter search criteria to find the tasks you're looking for by typing into the search bar

Filtering Tasks

• Click on the Add Filters button within the search bar in the upper right

• This will open the filter menu where you can select from all available options

• Certain filters will just need to be toggled on, while others allow you to choose specific options from their available drop down menus

• Once you have finished making selections, click the Apply Filters button

Please note: Filters and searches are stored during your session, and if you change the property you're working under they'll be reset.

Sorting Tasks

• Your task list will default to sorting by due date

• By clicking on the header of each column, you can sort your tasks by:

  • Subcategory/category (alphabetical)

  • Assignee (full name)

  • Location (alphabetical)

  • Due date*

* If you sort by due date, urgent tasks will always show at the top of the due date grouping.