How to use filters in the Android app

Article author
Aleks Petrovic
  • Updated

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.

 

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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