Filter and search for a task

When a Co-Pilot User has created many tasks, they can quickly search for a specific task in the Tasks page.

Prerequisites

Ensure you have completed the following:

  • Provided a system-created AAE_Robotic_Interface User role for the Co-Pilot User.
  • Assigned the Automation Co-Pilot license.
  • Have access to Automation Co-Pilot.

Procedure

Follow these steps to quickly search or filter your tasks:

  1. Log in to Automation Co-Pilot as a Co-Pilot User.
    You are now in your home page to view your tasks.
  2. Navigate to the Tasks page and choose from these options:
    OptionSteps
    Sort
    1. Click on a column.

      You can choose from: Status, Task Name, Assignee, Team, Request title, Reference, Task Created, Task Updated .

      The column is sorted to ascending order by default.

    2. Optional: Click the same column again.

      The column is now sorted to descending order by default.

    3. View your sorted tasks.
    Search
    1. Click Status (set by default).

      You can search by Task Name, Request title, Reference, Data Privacy Tags (Co-Pilot Admin only), Assignee, and Team .

    2. Search for your task.
      The search bar dynamically searches for common keywords.
      • Enter a task name in the Task Name field
      • Enter the title in the Request title field.
      • Enter the reference key in the Reference field.
      • Enter an assignee name in the Assignee field.
      • Enter the team name in the Team field.
      • Optional: Enter the query in the Data Privacy tag field.
        Note: This option is available only for the Co-Pilot Admin. The admin can update the field and manage any information about data privacy.
    3. Optional: Click x to clear searched keywords.
    4. View the searched tasks.
    Date
    1. Select Created date or Updated date field.

      The date range window appears.

    2. Select the current date or specify any dates in the From and To fields.

    3. Click Submit.
    4. View your tasks by the creation or modified dates.
    Preset filters in Table view
    1. Navigate to the Table view tab (set by default)
    2. Click My Completed tasks, My Pending tasks, or Unassigned tasks.
    3. View your filtered tasks.
    Filter in Table view
    1. Click Status (set by default) or Type.
    2. Select from the drop-down menu.

      For Status, you can choose from Pending, Cancelled, and Completed.

      For Type, you can choose from Form and Validation.

    3. View your filtered tasks.
    Filter in Detail view
    1. Navigate to the Detail view tab.
    2. Click Filter.
    3. In the dedicated filter window that appears, configure your contents from these filter options:

      • Choose a preset filter from My Completed tasks, My Pending tasks, and Unassigned tasks.

      • Select a date in the Created date or Updated date fields.

        You can select the current date or specify any dates in the From and To fields.

      • Select a status in the Status option.

        You can choose Pending, Cancelled, and Completed.

      • Enter a task name in the Task Name field.
      • Enter a name in the Request title field.
      • Enter a name in the Created by field.
      • Enter the reference key in the Reference field.
      • Select a type in the Type option.

        You can choose Form and Validation.

      • Enter a name in the Assignee field.
      • Optional: Enter the query in the Data Privacy tag field.
        Note: This option is available only for the Co-Pilot Admin. They can update the field and manage any information about data privacy.
    4. In the task list, you can filter your task with more sort options:
      1. Click Task Created (set by default).
      2. Select in the Sort By field from Status, Task Name, Reference, Title, and Task Created options.
      3. Select in the Order field from Ascending (set by default) and Descending orders.
    5. Optional: Click x to clear any custom filter keywords or tags.
    6. View your filtered tasks.