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Work List - improve filtering

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Level 4

11/4/21

I'm struggling with getting some of my users to use the Work List. I've run into a number of situations where users weren't aware they had any tasks to work on because they didn't specifically have Tasks AND Ready to Start selected.


In an example scenario, when Approvals (1), Working On (4), and Ready to Start (4) are checked, only the Approval displays. I was told this is because Tasks would also need to be selected.


What I would like to see, and what would be helpful for our users, would be if the filters are arranged into subgroups vs a seemingly random order, for instance:


Approvals (8)

Tasks (32)

  • Ready to Start (16)
  • Working On (4)
  • Not Ready (4)
  • Complete (8)

Requests (12)

  • Ready to Start (1)
  • Working On (4)
  • Not Ready (4)
  • Complete (3)

Personal (3)

  • Ready to Start (1)
  • Working On (0)
  • Not Ready (0)
  • Complete (2)