Resource Management Task Custom View and Filters

Task Custom View

Users can view/add task custom views from Home >> Resource Management >> Custom Views.

To mark a custom view as a favorite, click the favorite icon.

Resource Management  Filters

Technician Filter 

Go to the Home tab and select the Technicians Filter. You can filter Technicians based on site, group, and technician name. Users can select a maximum of 10 groups/technicians. 

 

 

Project Member Filter 

Go to Projects >> Resource Management and select the Project Member filter. Users can select a maximum of 10 Project members.

 

 

Unassigned Tasks and Unscheduled Tasks

 Users can enable/disable the Unassigned tasks and Unscheduled tasks option to view/hide the unassigned and unscheduled tasks.