Task Groups: Action Panel#
The Action Panel of the "Task Groups" page is the top toolbar located above the task groups table, containing a search field, a filters button, and a columns management button. It allows you to quickly find a specific group by name, narrow down the list using filters, and customize the composition and order of visible table columns.
Location: The panel is accessed via the left navigation panel, "Automation" section, "Task Groups" item.
Available actions:
- Search for a task group by name in the search field
- Filter the list by favorite or deleted groups
- Enable and disable individual filters via the menu
- Change the order of columns by dragging
- Enable or disable the visibility of individual columns
"Search by group name" field#
The "Search by group name" field is designed for quickly finding the desired task group in the table.
How to use the search:
- Navigate to the Task Groups section.
- Enter the name or part of the name of the group in the Search by group name field.
- The table filters automatically according to the entered text.
- To reset the query, click the × icon on the right side of the field.
After clearing the field, the table returns to the full list of groups, disregarding the previous search query.
Filtering happens in real-time — the list updates after every character entered without the need to press Enter.
"Filters" button#
The "Filters" button is located in the top panel to the right of the search field and opens a quick filters menu to narrow down the list of groups in the table. The button displays a counter of active filtering conditions.
How to apply a filter:
- Click Filters in the top panel.
- In the menu that opens, enable the Show only favorites or Show only deleted checkbox.
- The table immediately displays only those groups that match the selected condition.
- To disable the filter, uncheck the corresponding box in the same menu.
The counter on the "Filters" button shows the number of active conditions. If one condition is activated, it shows 1; if none, the counter is absent.
The "Show only favorites" and "Show only deleted" filters can be applied simultaneously — the table will display groups matching both conditions.
"Columns" button#
The "Columns" button is located in the top panel to the right of the filters button and opens the "Columns" modal window for configuring the composition and order of table columns. The button displays a counter of enabled columns.
How to configure columns:
- Click Columns in the top panel.
- The "Columns" window displays a list of available columns: "Name", "Updated", "Information", "Number of repeats", "Tasks", "Active".
- Toggle the checkbox next to a column name to show or hide it in the table.
- Drag a row by the marker to the right of the name to change the column order.
- Click Save to apply the changes.
After saving, the table displays columns according to the new settings. Clicking Cancel or the × icon in the top right corner of the window closes it without applying changes.
The counter on the "Columns" button corresponds to the number of columns with checked boxes in the "Columns" window.
Workflow Scenario#
Step 1: Open "Task Groups"
In the left navigation panel, open the "Automation" section and click "Task Groups". The page with the task groups table will open.
Step 2: Find a group
Enter the name or part of the name of the group in the "Search by group name" field. The table filters automatically in real-time. To reset the query, click the × icon in the search field.
Step 3: Apply filters
Click Filters and enable the desired checkbox: Show only favorites or Show only deleted. The counter on the button will show the number of active conditions.
Step 4: Configure columns
Click Columns to open the column management window. Enable or disable the desired columns using checkboxes, and use the drag marker to change their order.
Step 5: Save changes
Click Save in the "Columns" window to apply the new settings. The table will immediately reflect the updated composition and order of columns.