Introduction
Use people filter in Sent for Review to narrow tasks by who created them or who reviews them. You can search for the rest of your organization as needed. The Filters sidebar opens on the right-hand side inside Tasks section.
Steps
Open Tasks > Sent for Review.
Confirm the three urgency columns (Overdue, Due Today, Upcoming) are visible.Click Filter to open the sidebar on the right. The first two filters are Creator and Reviewer.
Review the default lists.
Each list shows people from the first page of loaded tasks only (up to 20 tasks per column, alphabetically). Tasks that load after you scroll are not included by default.Add more people via Search (optional).
Click the Search button to reveal an input:
Start typing a name. Matching org members appear with avatar + full name. Select a user to add them to the top of the list and auto‑select them. If you add more users, they appear at the top in alphabetical order. If nothing matches, you’ll see “No results found.”Apply filters.
Choose any additional criteria (e.g., Priority, Urgency) and click Apply. Use the Reset button to clear selections.
Notes / Tips
Scope: By default, only first‑page users are listed; everyone else is reachable through Search.
Persistence: Filters remain active only while you stay on the page. Navigating away or closing the app resets filters. Returning shows the unfiltered state.
Summary / Next Steps
Use Creator and Reviewer to quickly target review work. Add any missing people with Search, then Apply to see results.