How do I save and reuse a task filter

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Quick checks

• Apply every filter you want to keep.
• Use a short name that describes the result.
• Avoid creating near-duplicate saved filters.

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Save the filter

1. Open the Tasks.
2. Apply filters such as status, assignee, patient, tag, system, urgency, or due date.
3. Select Save filter beside the active filter tags.
4. Click Save filter. Then a pop-up titled Save filter to favorites will appear
5. Review the summary.
6. Enter a name for your filter in the Filter name field.
7. Click Save filter or press Enter.

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Reuse the filter

1. Hover over the star icon next to + in Tasks to open your Favorite filters list
2. Select the saved filter.
3. Pin it if it is used frequently.
4. Use the edit view to delete filters no longer needed.

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Tips and Tricks

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Confirm it worked

The saved filter reopens the same conditions and can be pinned for one-click access.

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