How to view tasks due in the next 30 days

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It's common to want to see all of the SOPs that have tasks due in the next 30 days. This example show how to do this but it works for any type of filtering you want to do. You can always read the filtering data help topic to learn more about using filters in GuildLink.

 

1.Open the View SOPs screen

2.Change the Next Task To Do Date filter to show less than or equal to

a.Click the filter icon MasterFilter_16x16 in the filter row

b.Choose Is less than or equal to

islessthanorequalto

3.Enter a date for example the end of next month

 

This technique can be applied to other queries such as All Staff in a set Department when viewing staff. Anywhere you have a selection grid you can create a filter.