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Learn how to filter the tasks that appear in the task table.

In order to filter your tasks, select the Task Filters button in the 4D Simulation Toolbox. This will open the Task Filter menu where you can filter your tasks by their duration or by preset Activity Codes.

The Look Ahead Filter filters out objects that are not within the time frame specified by the Duration field.

The Enable checkbox toggles the Look Ahead Filter.

The Current Date radio button starts the time frame at your system time.

The Schedule Date radio button starts the time frame at the current schedule time

The Include Overlap checkbox includes tasks that may start or end outside of your time frame but still overlap with the duration.

The Include WBS Tasks checkbox includes parents of tasks with their children.

The Export Tasks button allows you to export a PDF showing information about each of the tasks based on task filters. The Task Choices menu allows you to select which information to include in the report.

The activity code filter enables you to filter with activity codes created in your schedule editor from the task filter. Checking Filter By Activity Codes enables this feature. The checkboxes located next to each activity code toggle whether it is shown in the Task Table. To check or uncheck all activity codes us the Select/Deselect All button.

Custom Task Filters

Learn how to filter tasks by the values in task columns

The Custom Task Filters List appears in the bottom of the Task Filters Tab. It is used to filter by task column values.

The New button creates adds a Custom Task Filter to the Custom Task Filter List.

Removes the associated Task Filter From the Custom task Filter List

Activates the associated Task Filter. Multiple tasks can be activated at once.

Select a Custom Task Filter in the list to open the Edit Custom Task Filter Window.

The Edit Custom Task Filter Window allows you to define the rules by which the task columns are filtered. For each column in the task table there is a separate rule. To edit a rule click on it in the List. The Column Value Equals dialog allows you to specify the value that a task must match in order remain in the task view while the filter is active. All rules that have a checkbox marked are active and will filter according to their settings.

The Include Matching Tasks radio button includes any tasks that meet the parameters of the value.

The Exclude Matching Tasks radio button excludes and tasks that meet the parameters of the value.

For some filter rules the value to be filtered by is selected from options in a drop down list. In this case the Column Value Equals dialog allows you to select the value that a task must match in order remain in the task view while the filter is active.

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