Use filters to organise tasks in lists, most commonly by Assignee. A filter group is a slightly more sophisticated filter option for finding specific things in a data set. Say, for example, you have a bag of coloured marbles (our data set) and want to separate the red and large ones. We'd combine those two variables (red and large) into one filter group. That's easy to do. Later, somebody wants to pull out the small, green marbles, too. Now, we need two filter groups:
red and large, or
green and small
That's a simple example of what you can do with filter groups. Task filter groups provide team members with a crystal-clear view of work allocation as cards move from stage to stage with easy access to the tasks assigned to each individual.
Contents
Prerequisites
Know how to create tasks.
Video walkthrough
Learn how to set up task filter groups.
Creating a filter group
The first step is to create one filter group. Go to the side menu and select Tasks. On the Tasks page, click the Basic link and select Advanced.
Next, open a filter panel. Optionally, click the New Advanced Filter button to start with a clean form or locate an existing filter and click the pencil icon.
In this example, we click New Advanced Filter. A popup displays a new form with one filter group showing two default filters (due date and status) and settings. These settings are commonly used by brokers and teams. We click the Add Condition link to add another filter to this group.
A new row displays. Click each field in the row and select an option.
Select a condition. (see below)
The drop-down menu usually has two options (Contains or Does Not Contain), but that can change depending on the first field selection.
The range of options on this drop-down depends on the first field selection.
Enter a name for the filter and, optionally, check the box to share with the broker group.
Sharing the filter with the broker group is optional but recommended. If a team member is off sick, the manager can review the task list and allocate urgent items to other members.
When complete, click Save and Apply. On the Tasks page, confirm the radio button is selected next to the filter name. BrokerEngine auto-sorts the tasks based on that filter.
Task filter conditions
You can filter your tasks by the following conditions:
Due Date - Select tasks within a set period.
Status - Create a list based on completion status (i.e. complete, incomplete, snooze, or select all).
Task Name - Create a list based on the task name.
Task Description - Create a list based on the text in the task description.
Broker - Create a list of deal tasks associated with a particular broker.
Lender - Create a list of deal tasks associated with a particular lender. A useful filter when you are on hold with a lender. Create the list so you can go through multiple tasks during the same call once the lender gets on the line.
Team - Create a list of deal tasks associated with a particular team.
Type - Create a list based on the task type.
Priority - Create a list of deal tasks associated with a certain priority.
Assignee - Create a list that displays tasks assigned to a specific person in the broker group.
Tags - Create a list based on the deal tag.
Board - Create a list based on the task board (e.g. lead, deal, etc.).
Adding a new group
All the conditions within a single group must use the same AND / OR operator. To introduce a different operator, click the Add Condition Group button to create a new group.
You can add any combination of filters following the steps described above. In this example, the new filter group (with an OR operator) looks for incomplete tasks with a future due date assigned to one broker. Save and apply the filter.
The result is a list of high-priority outstanding tasks.
