Filtering Process Tasks From Other Tasks

If you have previously enabled enhanced process links in your project so that StarTeam created process tasks, you can filter your tasks to separate the process tasks from the regular tasks.

Use the Usage field value to determine the difference between process tasks and standard tasks. If the Usage value is anything other than Other, then it is a process task.

To separate process tasks from other tasks, do the following:

  1. Choose Task > Filters > Filters.

    The Filters dialog box opens.

  2. Click New and give the new filter a name.

    Alternatively, copy an existing filter by selecting it, clicking Save As, and giving it a new name. Then select the copied filter and continue with the next steps.

  3. Click Fields in the Filters dialog box.
  4. Move the Usage field from the Available Fields list to the Show Fields in this Order list and click OK.
  5. Click Query to open the Queries dialog box, and click New.

    This opens the Edit Query dialog box.

  6. Type a Name for the new query, and choose the following in the Condition Node section: Field = Usage, Operator = Not Equal, and Value = Other.
  7. Click Add to add the condition to the query, and Save to save the query and return to the Queries dialog box.

    Your new query is now highlighted in the list of queries.

  8. Click Select in the Queries dialog box use this query in your new filter.

    You are returned to the Filters dialog box, and your new filter should be highlighted.

  9. Click Save As to save the filter.

    Note that your new filter has been added to the Filter list at the top of the client.

To use the filter, simply select it from the Filter list on the Task tab. Conversely, you can create a filter that displays only the standard tasks. In the query, use the condition Usage Equals Other.

Tip: If you use tasks on a regular basis, and not just for process tasks, add Usage Equals Other to existing queries so you never see process tasks when working on tasks that have been manually created, or imported from using StarTeam Microsoft Project Integration.