How to use filters in the iOS app

Article author
Aleks Petrovic
  • Updated

In the IOS 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.

 

Finding the filtering and sorting options

Filtering and sorting options are available for tasks, work, assets and products. Whichever part of the app you're in, the filtering icon is always located on the left side on the search bar.

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If you see a number on the filtering icon, this indicates the number of filters currently active. 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. 

Filtering_IOS-Tasks.drawio__1_.png

To commit selections from any of the filters, tap Back in the upper left corner, then Apply and your tasks will be displayed according to your current filters. To restore the filters as they were before, simply tap on the filtering icon again and swipe to the bottom, then tap "Reset filter & sort". See the visual below 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

Status

Tick (show), untick (hide)
Access Schedule Tick (show), untick (hide)
Service Group Tick (show), untick (hide)
Due: From Date picker
Due: End Date picker
Assigned to me* Toggle on/off
Tolerance Tick (show), untick (hide)

*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 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:

  • None
  • Priority
  • Name
  • Address
  • Ref
  • Due Date
  • 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.

 

Work (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.

Filter Filtering method

Subtask

Tick (show), untick (hide)
Type Tick (show), untick (hide)
Tag Tick (show), untick (hide)
Contractor Tick (show), untick (hide)
Result Tick (show), untick (hide)
Grouping* Toggle Service/No Grouping

*The grouping toggle by default will group by service.

Under the SORT 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:

  • Asset Label
  • Asset Ref
  • Asset Location
  • Asset Walk Order
  • Asset Created Date
  • Asset Type

Assets (viewing all assets on the property)

From work scroll down to assets then tap view all assets on site, 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 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:

  • Asset ID
  • Asset Label
  • Asset Ref
  • Asset Location
  • Asset Walk Order
  • Asset Type
  • Asset Created Date

Products

From a task, tap products 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 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:

  • Asset ID
  • Asset Label
  • Asset Ref
  • Asset Location
  • Asset Walk Order
  • Asset Type
  • Asset Created Date

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