Get there
- Go to Projects from the navigation bar
- Click on Tasks
Applying filters and segments to your task list
From the task list in Holded you can apply filters and predefined segments to find what you are looking for quickly.
Using predetermined segments
- Go to the drop-down menu on the upper left side
- Select the default segment you want to display:
All All tasks generated in your projects will be displayed. Without applying any specific segmentation. Active Only the tasks that are active will be displayed. My tasks Tasks that have been assigned to you will be displayed. Archived Only tasks that have been archived will be displayed.
Using predefined filters
- Click on + Filter
- Select one or more of the available filters:
Tags | Apply this filter to view those tasks that contain certain tags. |
Status | Filter by task status: All, To do, New, Rejected, Duplicate, Duplicate, In progress, Done, Testing, Verified. |
Assignee | Filter by the person to whom the task has been assigned. |
Informer | Filter by the person marked as the informer. |
Active | Select Yes or No to filter by active and inactive tasks. |
Archived task | Select Not archived or Archived to filter by tasks that have or have not been archived. |
Project | Filter by the project the task belongs to. |
This project is archived | Select All, Archived, Not archived to filter by project status. |
Type | Filter by task type: All, Task, Story, Epic, Bug |
Priority | Filter by priority: Very Low, Low, Medium, High, High, Very High, All |
Story points | Indicate if the numeric unit referring to the story points is Equal to, Greater than, or Less than a specific number. |
Creation date | Indicate whether the creation date is Equal to, Greater than, or Less than a given date. |
Resolution date | Indicate whether the resolution date is Equal to, Greater than, or Less than a given date. |
Start date | Indicate whether the start date is Equal to, Greater than, or Less than a given date. |
End date | Indicate whether the end date is Equal to, Greater than, or Less than a given date. |
Saving custom filter combinations as segments
- Make your filter selection
- Click on Save segment
- Type a name for your new segment
- Click OK
The new segment will be accessible from the drop-down menu, so you can easily select it when you need it.