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Creating Filter Presets for TaxDome

For easier navigation of workflow tasks

Last Updated:

August 13, 2024

1. Click on the area where you need a filter.

This tutorial can apply for Tasks and Jobs under Workflow.



2. Click on Filter.



3. Click on what you would like to filter.



4. Click on Edit.



5. Give the Filter Preset a name.



6. From here you can make the filter more specific. The placeholder highlighted will let you specify the filter more.

Add Filter will add more rules for the filter, and the 'In' dropdown can also be changed to 'not in' to exclude items from the filter.



7. Click on Save and apply. Do not click Apply. It will not save the preset for future use.



8. To apply the filter Preset, click on Presets.



9. And you will see your saved Preset in the dropdown.



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