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Nauticare

Finding and Exporting Tasks

Searching by task name, narrowing lists with the Filter panel, choosing table columns, and exporting a task list to PDF.

  • Management
  • Captain & crew

Every task page has a search box that reads Search (Task name). It matches on the task name only, and it filters the list as you type. On a phone the box sits on its own above the list; on a wider screen it is the first thing inside the Filter panel.

The Filter panel

Filter opens a panel with up to five columns of checkboxes:

  • Priority — High, Medium, Low.
  • Tags — the tags in use on this yacht. The column is hidden when no task has a tag yet.
  • Assignee — the people who can hold a task. Hidden when there is nobody to list.
  • Rank — Captain and the yacht's ranks, matched against each task's Assigned Ranks.
  • Department — the yacht's departments plus No Department. The column is hidden when no departments have been set up for the yacht.

Ticks within a column are combined as "any of", and the columns narrow each other. A search box inside the panel filters the checkbox options themselves, which helps on a long crew or tag list.

While anything is active the button reads Filter (n), counting the ticked boxes plus the name search; with nothing set it reads simply Filter. Untick a box to drop that condition again.

On a phone the panel opens as a Filters sheet from the bottom of the screen, with a Reset Filters button that clears every choice and an Apply Filters button that closes the sheet. Because the filters take effect as you tick them, closing the sheet simply returns you to the list.

Filters apply to the page you are on and are forgotten when you leave it. Note that while a filter or search is active, cards on the Overview board cannot be dragged.

Choosing columns

The To do, In progress and History tables — and the Open tasks and Overdue tasks lists reached from alerts — have a columns button (Show or hide columns): beside the page controls under the table, or above the list on a phone. Untick a column to hide it; Task Title and the row actions always stay. The choice is remembered in your browser, separately for each page.

Export

To do, In progress and History each have an Export button that opens an export dialog — Export To Do Tasks, Export In Progress Tasks or Export Tasks respectively.

Exporting from History asks for a Start Date and an End Date — a month ago and today to begin with — and covers the completed tasks whose executed date falls between them. The two open lists export as they stand and ask for no dates.

Export PDF produces the PDF file. The export always covers the whole list for that scope — the search text and filters on screen do not narrow it. Exporting needs only permission to view tasks, so it stays available on a yacht run from the on-board Nauticare app, where the rest of the page is read-only.