How to Create and Apply Inbox Filters in Workday

This guide will walk users through the process of creating filters in My Tasks in Workday. These customizable filters allow you to quickly sort through all the items in the My Tasks screen.

Create My Inbox Filters in My Tasks

Step 1: Select the My Tasks icon from the top navigation bar of the Workday homepage.

The shortcuts, notifications, user profile image, and inbox icons on the Workday homepage. User selects inbox icon.

Step 2: Open the Filters menu on the left side of the screen. Select Manage Filters.

The graphic you would see in Workday appears immediately below this step.

Step 3: Select the Create Inbox Filter button.

The graphic you would see in Workday appears immediately below this step.

Step 4: Enter a title for the inbox filter in the Description field. Select whether you want to return all business processes or only a specific kind in the View Definition section.

Note: Tasks include actions in the system such as Approvals and To Do’s. You can select the prompt icon and select task(s) to search by select task type. Select + icon to add Conditions to the inbox filter.

The Create Inbox Filter prompt. User enters Filter description in Description field. Under View Definition user selects whether it is for all business processes, tasks, or business process type. User can add filter conditions by using the + icon that is highlighted.

Step 5: Select OK.

The Create Inbox Filter action, with the editable fields filled with information. At the bottom of the screen are two buttons: a blue OK button and a gray Cancel button. The OK button is highlighted.

Step 6: Select Done.

The My Inbox Filters screen, now showing the applied Inbox Filters created in the previous steps. The information is listed in columns labeled Inbox Filter, Include Business Process Type(s), Task(s), Criteria, and Personal. There is a gray Create Inbox Filter button below this table, and a highlighted blue Done button.

Apply Inbox Filters

Step 1: Select the My Tasks icon from the top navigation bar of the Workday homepage.

The shortcuts, notifications, user profile image, and inbox icons on the Workday homepage. User selects inbox icon.

Step 2: Open the Filters menu on the left side of the screen and select the desired filter. All created filters will be listed under this menu. The filter will then be applied to the displayed information in the My Tasks screen.

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