This article provides detailed information about how you can Search and Filter complete or pending Tasks, Workflows, Dispatches, and submissions from Work Hub.
Admins, Designers, and Dispatchers can manage day-to-day operations all in one place within the GoCanvas portal using Work Hub.
Work Hub
Accessible from the left navigation in the Core View of GoCanvas, Work Hub is a central location to track In Progress, Upcoming, and Submitted Tasks. Managing all these Tasks requires Filter and Search functionality.
Filter
Work Hub can filter your In Progress and Submitted Tasks to ease the burden of locating current or past Tasks.
In the upper-right corner, under the In Progress tab, click Filters to open the panel on the right side of your screen.
*Click the image to expand.
*Click the image to expand.
Filter by Dates, the Form name, and the user that is the current Assignee (In Progress tab) of the submission or the Submitter (Submitted tab). Use one, two, or all three options to narrow results as needed.
Click Show Results to exit the Filters panel and reveal the filtered list in Work Hub.
Clear search parameters using one of the following methods:
- Select the blank option at the top of Form or Assignee/Submitter dropdown menu
- Delete the value with your keyboard (also applies to Dates)
- Click Clear All
Click Show Results to clear the search results in Work Hub.
Note
Disabled users are not filtered out for historical purposes just in case the need arises to Unassign existing Tasks from the disabled user's name or if their submissions need to be reviewed.
Search
Search allows for even more specific queries to narrow down to exactly what you are looking for quickly.
Search using the Form Name, the Name of the Dispatch, the ID, Assignee, the Status of the Workflow or Dispatch or even a value within a completed submission.
To clear a query, simply delete the text value in the Search bar and type enter to clear the results from Work Hub.
Tips for searching In Progress Tasks
Dispatch
Search by the Dispatch Name or any other submission specific information (i.e. Form name, Assignee, Status)
Workflow
Search for submission specific information (i.e. field values, Form name, Status).
Dispatch and Workflow
If a task uses both Dispatch and Workflow, searching for it depends on its current Status.
Only one Task type can be active at a time. A Task starts as a Dispatch and when it reaches the Handoff point, the system marks the Dispatch as complete and converts the Task to a Workflow.
Because of this transition, you cannot find the Task by searching for the Dispatch once it is complete. To locate the Task after the Handoff, search for it as a Workflow.
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