Filters

Filter tasks by who, where, or what you need to finish them.

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Adding a Filter

  • To add a filter, click the Add button in the Power.ME Toolbar.
  • Click Filter on the menu that appears (it has the icon with the blue cross in it).
  • Type in a Filter Name.
  • Click Save (in the lower right corner of the window).
If you click on the cell of a filter (instead of the icon) in your Filter List, you’ll see all the tasks that the filter is attached to. Some ideas for filter names are “Boss,” for tasks you need to do with your boss and “Computer,” for those tasks you need your desktop or laptop to complete.

Attaching Filters to Tasks

  • To attach a filter to a task, add a new task or click on an existing one to open the Task Details window.
  • Click the Task Filter field.
  • Select the filter(s) you want by clicking the box next to it once in the Select Filter window.* You can attach as many filters as apply to a task. When a filter has been attached, a checkmark will appear in the box icon.
  • Click Done (at the bottom of the Select Filter window) and either continue editing task details or click Save (in the lower right corner of the screen).
*If you want to add a filter you haven’t created yet, click Create New Filter (in the bottom right corner of the Select Filter window). Type in the Filter Name and click Save (in the lower right corner of the Filter Details window). This will take you back to the Task Details window. Click on the Filter field again and attach your new filter as you would normally.

Removing Attached Filters

  • To remove a filter that has already been attached to a task, click on an existing task to open the Task Details window.
  • Click the Task Filter field.
  • Remove filter(s) by clicking the checkbox next to it once in the Select Filter window. When a filter is removed, its checkmark will disappear.
  • Click Done (at the bottom of the Select Filter window) and either continue editing task details or click Save (in the lower right corner of the screen).

Deleting a Filter

NOTE: You cannot delete filters that are currently attached to tasks.

  • Click Task Filters on the Home Menu.
  • Click the icon of the filter you want to delete.
  • Click the Delete button (in the lower right corner of the Filter Details window).


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