The Subtask Queue hosts all active subtasks for requests by organization level. This list can be managed with filters and saved views to display certain subtask criteria.
For more information on managing individual subtasks in the queue from the Subtask Pane, please refer to Managing Subtasks in the Subtask Pane.
To manage Subtask Queue views
On the Subtasks screen, click the All Subtasks view selector.
Click the Manage Views button. The Manage Views modal appears.
Make changes, as necessary. For more information see Manage Views Screen Reference.
Click the Save button.
Manage Views Screen Reference
To filter views for the Subtask Queue
You can organize the subtasks that appear in the Subtask Queue. You can also customize your own personal view setting to manage the volume of created subtasks.
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On the Subtasks screen, click the All Subtasks to open the subtask view selector.
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To create a custom subtask filter view, apply your filters, then click the Save As button. The Create View modal appears.
Enter a name for your view, then click the Create View button. The custom filter is now available.
To add filters to the Subtask Queue
You can create filters with dynamic values for the Subtask Queue to populate relevant criteria.
Note
Click the Refresh icon
to refresh the Subtask Queue.
On the menu, select . The Subtasks screen appears.
Click the Filter icon button
. The Filter pane appears.
Click the Add Filter button.
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Select the field or data by which you want to filter. See Available Filters for more information.
Click the Save button.
Click the Apply button.
Available Filters
The following filters can be applied to populate custom views of the Subtask Queue:
Assignee
Deadline
Stage
Subtask Status
To export the Subtask Queue
Once the queue is set up with saved views and filters, you can export the displayed subtasks to a .csv
file to action on specific assigned tasks.
The list of fields available for export:
Task Name
Request ID
Workflow
Stage
Assignee
Status
Subtask Resolutions
Required
Deadline
Activation Date
On the Subtasks screen, click the Export button. The Report Download modal will appear to notify that your export request is being processed.
Click the Alert Center icon
to open the System Notifications and Subtasks modal and download the report.