Designing Filters

Filters can be really simple, such as the All documents filter that shows every single TaskMerlin document and folder in a long list. Or they can be as advanced as you like, with different logical criteria within the one search. One of the most used is the To Do Today filter - double-click on it to view it's contents.

Filter Properties

Unless you've already changed it, this is set up by default to show every document that has:

• Been assigned to you
• Does not have a due date, or has a due date of today or earlier
• Does not have a start date, or has a start date of today or earlier
• Is not already completed
• Is not a folder

This filter is great for finding lists of things that should be done today. If you don't tend to add start dates or due dates, then everything will appear at first. If there are way too many things in the list, you can edit the documents and set the start or due date to tomorrow (or later). This means those documents will disappear from your To Do Today list until tomorrow (or later), when they will show up in your list again.

Task Grid

You can also make a filter more complex - to exclude tasks filed under certain folders, or with certain statuses such as Pending or Cancelled.

Filter Properties

To add your own criteria, click on the Add row button. To specify a criterion, first select the column you are interested in from the Column dropdown list (e.g., Status). Next select from the Function dropdown list (e.g., "Is not one of"). Finally, select from the Value dropdown list (e.g., Cancelled, Completed) or, for some columns, enter text into the Value text box (e.g., "My first folder"). For each row you add, a different criterion can be specified. When you are finished, click on OK to save the filter.

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