Apply a quick task filter

task australia Updated Sep 10, 2026 1 min read apply-quick-task-filter.md
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Filter the tasks in the task panel using criteria such as skill, parts, and SLA breach.

Before you begin

Role required: wm_dispatcher

About this task

A quick task filter narrows the task panel list to only the tasks that match your criteria. Tasks that don't match are removed from the list until the filter is cleared.

Procedure

  1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.

  2. Select Dispatcher Workspace.

  3. Open the quick task filter using one of the following:

    • Select the filter icon next to the task search field.
    • In the task search field drop-down, select Quick Filters.
  4. Select a criterion, an operator, and a value.

  5. Choose from the following.

    Option Description
    Add a condition Select + Add Filter to add another condition, and select AND or OR to determine how the conditions combine.
    Save as default Select Save as default to apply this filter automatically each time you open Dispatcher Workspace.
  6. Select Filter task panel.

    To apply the same filter to the calendar as well, select the drop-down arrow next to Filter task panel and select Filter task panel and calendar instead.

Result

The task panel list updates to show only tasks that match the filter.

Related topics

Quick task and calendar filters

Apply a quick calendar filter

Create a custom quick task filter

Keywords quick task filtertask panel
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