| Auszug |
|---|
|
Nuclos search filter task list: complaints, adopt list view, progress, personal search filters, task list. |
Language: Deutsch · English
Search filters in task lists
Use saved search filters as a task list – transfer, progress monitoring and list view columns.
| Status |
|---|
| colour | Blue |
|---|
| title | User / Administrator |
|---|
|
| Status |
|---|
| colour | Green |
|---|
| title | Updated: Jul 2026 |
|---|
|
| Status |
|---|
| colour | Grey |
|---|
| title | applies to Nuclos 4.2026.x |
|---|
|
Besides tasks, search results can be stored as a task list to monitor work progress. The basis is a saved search filter.
Example
A user needs an ongoing overview of open complaints. They save a search filter status = in progress as „open complaints“ and transfer it to the task list. When a complaint changes status, it automatically disappears from the list.
Procedure
- Save a personal search filter.
- Show it in the tree via Menu → File → Show my search filters.
- Transfer it to the task list via the context menu.
Adjust the list view (columns)
Since columns cannot be configured directly in task lists:
- Create a list view for the result list.
- Assign the list view to the search filter.
- Create the task list from this search filter.
- In the task list, use Tools → „Adopt list view from business object“ to adopt the assigned list view.
| Info |
|---|
|
To share with other users, the list view and task list must be assigned to the groups in the web client (manage settings) and re-shared if changed. |
Related pages
