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How to use filters in the Android app
How to use filters in the Android app
Teresa Bui avatar
Written by Teresa Bui
Updated over 2 years ago

In the Android app you can sort and view the information you're looking for so that you don't have to scroll through large lists. This is achieved with filters which allow you to show/hide the information of your choosing, sort by certain categories, and toggle settings.

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Finding the filtering and sorting options

Filtering and sorting options are available for tasks, work, assets and products. On the main Tasks tab, the filter icon can be found in the upper right hand corner.

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In the other sections, the filtering icon will be on the right hand side of the search bar.

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The options for filtering and sorting are very similar across all the sections and you can refer to the mapping of the task filtering options below to understand how the filters work.

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To commit selections from any of the filters, tap DONE at the bottom of any filter, then tap anywhere on the vacant region on the left hand side to seethe updated results. To restore the filters as they were before, simply tap on the filtering icon again and swipe to the bottom, then tap Reset filters. See the visual mapping to find your way around the task filtering options. Read on for an outline of filtering and sorting options for each section.

Tasks

Tap on tasks in the bottom menu, then tap the filtering icon. See below for the filtering options.

Filter

Filtering method

Assigned to me*

Toggle on/off

Round

Tick (show), untick (hide)

Status

Tick (show), untick (hide)

Zone

Tick (show), untick (hide)

Access Schedule

Tick (show), untick (hide)

Service Group

Tick (show), untick (hide)

Tolerance

Tick (show), untick (hide)

Due: From

Date picker

Due: End

Date picker

*The assigned to me toggle is switched on by default. When switched off, you will see all tasks across Uptick as well as as those assigned to you.

Under the Sort by section you have the option of sorting the order in which you see your task by a primary value (Sort by) and then a secondary value (Then by). Both options have the same categories to choose from and are as follows:

  • Address

  • Due Date

  • Priority

  • Ref

  • Status

  • Tolerance

For example you can set the order of tasks to Sort by priority, Then by due date - this will display see the highest priority tasks first, in the order of their due date. You can also leave Then by blank if you want to sort by a single category.

Starring Tasks

Note: Starred tasks are limited to the device the app is installed on and will not sync these settings if signing into the app on a different device.

When viewing the list of Tasks, tapping the star icon on a task will add it to the list of starred tasks on the Dashboard tab of the app. If the task is already starred, tap the star to unstar it.. A yellow star signifies the task is currently starred.

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All your starred tasks will appear under the Starred heading on the Dashboard. Unstarring the task will remove it from this listing.

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Inspections (viewing assets associated with the task)

From a task, tap work in the bottom menu, then tap the filtering icon. See below for the filtering options.

Focus on place

This filter allows you to select a single location from the list of locations on the property (i.e. Kitchen).

Filter

Filtering method

Routines

Tick (show), untick (hide)

Asset types

Tick (show), untick (hide)

Asset tags

Tick (show), untick (hide)

Contractor

Tick (show), untick (hide)

Tag

Tick (show), untick (hide)

Contractor

Tick (show), untick (hide)

Results

Tick (show), untick (hide)

Grouping*

Toggle Routine/No Grouping

*The grouping toggle by default will group by Routine.

Under the Sort by section you can tap on Sort by and sort according to one of the following filters:

  • Asset Label

  • Asset Ref

  • Asset Location

  • Asset Walk Order

  • Asset Created Date

  • Asset Type

Assets (viewing all assets on the property)

To view all assets on a property, tap on the 3 dots in the upper right corner, View all Assets then tap the filtering icon. See below for the filtering options.

Filter

Filtering method

Asset types

Tick (show), untick (hide)

Asset tags

Tick (show), untick (hide)

Contractor

Tick (show), untick (hide)

Status

Toggle Passed/Failed/All

Under the Sort by section you can tap on Sort by and sort according to one of the following filters:

  • Asset ID

  • Asset Label

  • Asset Ref

  • Asset Location

  • Asset Walk Order

  • Asset Type

  • Asset Created Date

Repairs (products)

From a task, tap Repairs in the bottom menu, then tap the filtering icon. See below for the filtering options.

Filter

Filtering method

Asset types

Tick (show), untick (hide)

Asset tags

Tick (show), untick (hide)

Products

Tick (show), untick (hide)

Performed

Toggle Yes/No/All

Under the Sort by section you can tap on Sort by you can sort according to one of the following filters:

  • Asset ID

  • Asset Name

  • Asset Location

  • Asset Ref

  • Asset Walk Order

  • Remark Severity

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