How to Filter Task Status in Review View
To filter the comment based on task status, open the filter menu in the review view, select your desired task statuses under the Task tab, check the Filter document and comments panel option to apply the filter to the comment and document, and click Apply.
The advanced filter panel in zipBoard’s review view allows users to filter tasks by status, such as open, resolved, or in progress in both the document and the comments panel. By enabling the universal panel filter, reviewers can instantly isolate relevant feedback and streamline collaboration without jumping between disconnected views.
How to Filter Task Status in Review View
Use these steps to apply filters to your workspace.
1.Open the Filter Menu
Click the filter icon in the review view toolbar to open the filtering options panel.
2.Select Task Statuses
Navigate to the Task tab and check the specific status checkboxes (such as Resolved/Fixed, Open, or In Progress) you wish to display.
3.Enable Panel Filtering
Under Filter Settings, ensure Filter document and comments panel is checked so the active filter applies universally across both interfaces.
4.Apply
Click the Apply button at the bottom of the panel to update your view.
Frequently Asked Questions
How do I open the filter menu in the review view?
Click the filter icon located in the upper toolbar of the review interface to launch the filter modal.
Can I filter tasks and comments simultaneously?
Yes. By checking the Filter document and comments panel option under the filter settings, your selected criteria will apply universally to both the interactive document and the side comments panel.
Do external guests or clients need an account to use these filters?
No. Guest reviewers can access and apply these filters instantly without needing to sign up or log in.
How do I reset my active filters?
Click the Clear all button at the bottom left of the filter panel to instantly uncheck all parameters and restore the default view.