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

Screenshot Screenshot

  • 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.

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