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Search and Filter Actions

As your team creates more actions, finding specific ones becomes important. Zeltask provides search and filter tools to help you locate actions quickly.

The search bar is located at the top of the Actions module.

Actions module with search bar highlighted
  • Action title
  • Description text
  • Action ID
  1. Click the search bar
  2. Type your search term
  3. Results filter automatically as you type
Type a search term and see results filter in real-time

Using Filter Chips​

Filter chips appear below the search bar and let you narrow results by specific attributes.

Filter chips showing Status, Priority, Type, and Location options

Available Filters​

FilterOptions
StatusOpen, In Progress, On Hold, Done
PriorityNone, Low, Medium, High
TypePreventive, Reactive
CategoryMaintenance, Plumbing, Electrical
LocationYour defined locations
Assigned ToUsers or teams

Applying Filters​

  1. Click on a filter chip
  2. Select one or more options
  3. Results update immediately
Click Status filter and select In Progress to filter the list

Combining Filters​

You can apply multiple filters at once. For example:

  • Status: In Progress + Priority: High → Shows urgent active work
  • Type: Preventive + Location: Production Floor → Shows scheduled maintenance for a specific area
Multiple filters applied showing filtered results

Clearing Filters​

  • Click the X on individual filter chips to remove them
  • Click Clear all to reset all filters

Common Search Scenarios​

Find overdue actions​

  1. Filter by Status: Open or In Progress
  2. Sort by due date (if available)
  3. Look for actions past their due date

Find all actions for an asset​

  1. Use the search bar to type the asset name
  2. Or navigate from the Asset detail view to see linked actions

Find your assigned actions​

  1. Filter by Assigned To
  2. Select your name

Find high-priority open work​

  1. Filter by Status: Open
  2. Filter by Priority: High
Filtered view showing high-priority open actions

Find completed work this week​

  1. Filter by Status: Done
  2. Review the completion dates in the list

Sorting Results​

Actions can be sorted by:

  • Date created (newest or oldest first)
  • Due date
  • Priority
  • Status

Click column headers (in Table View) to change sort order.

Saving Filter Combinations​

Currently, filters reset when you leave the module. For frequently used combinations:

  • Apply your filters
  • Complete your review
  • Re-apply filters as needed on your next visit

Tips​

  • Use specific search terms for faster results
  • Combine filters to narrow large lists quickly
  • Check multiple statuses to see all active work (Open + In Progress)
  • Use location filters to focus on specific areas of your facility
  • Clear filters before starting a new search to avoid confusion