Add New Filters

Additional task filters

In addition to the default filters, over 20 other filters are available on the task list.

Filter By...

Author Name, Author Email
Business Division, Business Unit
Campaign Id, Campaign Rating, Category, Channel
Client, Contact Name, Contact Email, Content Type
Document Due, Document Last Uploaded
Domain, External Application ID, External Document ID, External Style ID
Job ID, Next Task Due, Phase Type, Priority, Purchase Order, Reference URL, Region, Require Review
Task Due, Task From, Task Start, Task Type

To display more filters on the task list, follow these steps:

Log into Enterprise and open the task list.
Above the list of tasks, next to Filters, click the gear icon.
A list of all available filters is displayed. Check to choose which filters will be available in the task list.
When you are ready, click Update. The new filters will display on the task list.

Filter Descriptions

Filter documents by	Description
Author Name, Author email	Look up documents by author.
Business Division, Business Unit	Look up documents by requester.
Campaign ID, Campaign Rating	Look up documents by campaign.
Category (default)	Look up documents by the document category assigned by the PM (e.g. Web Copy, Marketing Copy, etc.).
Channel	Look up documents by channel.
Checked Out To	Look up documents by the user who checked out the task.
Checkout Status	Look up documents according to their checkout status: Checked Out - View all tasks that have been checked out (whether or not they have been checked out by you). Checked out To Myself - Allows you to see all the tasks you have checked out. Checked out to Other - View all tasks that have been checked out by someone other than yourself. Not Checked Out - See all the tasks that are still available for check out. Ineligible for Check Out - View tasks that are not available for check out.
Client	Look up documents by client.
Contact Name, Contact Email	Look up documents by contact.
Content Type	Look up documents by the content type listed when the document was uploaded to Enterprise.
Document Due	Look up documents by the due dates. Select preset time spans or create a custom time span.
Document Last Uploaded	Look up documents that have been uploaded within a specific time span. Select preset time spans or create a custom time span.
Domain	Look up documents by domain.
External Application ID, External Document ID, External Style ID	Look up documents by external IDs.
Job ID	Look up documents by job
Next Task Due	Look up tasks by the due date of the task immediately after the current task. Select preset time spans or create a custom time span.
Phase Type	Look up documents by assigned phase (e.g. Translate, Review, DTP, etc.).
Purchase Order, Reference URL, Region	Look up documents by other metadata.
Require Review	Find documents that must be reviewed.
Status	All Active - includes Ready, In Progress, At Risk, Past Due Ready - task has not been started. In Progress - task has been started. At Risk - the due date is approaching. Past Due - the due date has passed. All Inactive - includes Waiting, Skipped, Cancelled, Completed and Late Waiting - Phases that have incomplete phases prior to them. They cannot be worked on. Waiting (At Risk) - Phases that are approaching their due date but are still not available to begin work. Waiting (Past Due) - Phases that have passed their due date but is still not available to begin work. Skipped - Phases which have not started that belong to targets that were cancelled. Cancelled - Phases which have had progress that belong to targets that were cancelled. Completed - task completed by the due date. Late - task completed after the due date.
Language Pair (+Locale)	Find documents by source/target language and locale.
Task Due (default)	Look up tasks by the due dates. Select preset time spans or create a custom time span.
Task From	Find documents by requester of the task.
Task Start (default)	The date a task is able to be worked on.
Task Type (default)	The phase type of the task (translate, review, or custom).

On this page:

1 Additional task filters
2 Filter Descriptions

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