Filter views on the task list can be reorganized or deleted as needed to create a custom workspace that fits your workflow. To get started, navigate to the Task List from the global navigation bar.

Roles/permissions:

• Roles: Any
• Permissions: Create, Edit, and Assign Work; Generic Tasks

1. Click on the Options menu in the top-right corner.

2. Select Customize task list from the pop-out menu.

3. Click on the Reorder filter views tab on the navigation column.

4. Click, drag, and drop from the drag handle (8 dots) in-line with a filter view to move it.

5. Click Save and close to confirm your changes.

Remove a Filter View from the Filter Tabs

1. Click on the Options menu in the top-right corner.

2. Select Customize task list from the pop-out menu.

3. Click on the Reorder filter views tab on the navigation column.

4. Click on the Options menu in-line with a filter view.

5. Select Delete to remove the filter view from the filter tabs.

• The All Work filter view cannot be deleted.
• All other filter views can be deleted.

6. Click Save and close to confirm your changes.