How to Filter and Search Tasks by Status, Stage, or User

How to Filter and Search Tasks in Momentum AMS
When you’re managing dozens — or even hundreds — of tasks, having the ability to quickly filter and find the right ones is essential. Momentum AMS offers a robust filtering system on the Tasks page that allows you to narrow down by everything from assigned user and status to tags and work groups.

This article walks you through how to use each filter field effectively.

Where to Filter Tasks

Navigate to Left Navigation → Tasks
The task list view includes all standard filters and keyword search
You can combine multiple filters to refine your view

Available Filters and What They Do

Field	Function
Title	Search tasks by exact title or keywords
Description	Search task descriptions for specific terms
Priority	Filter by task urgency (Normal, High, Rush)
Due Date	Set an interval (e.g., today, next 7 days, overdue)
Create Date	Filter by when the task was created
Last Change Date	Filter by when the task was last updated
Status	Select from task status types (Not Started, In Progress, Completed, etc.)
Insured	Filter tasks linked to specific insured(s)
Insured Agent	Show tasks where a specific agent is assigned to the insured
Insured CSR	Show tasks where a specific CSR is assigned to the insured
Policy	Filter by the policy associated with the task
Assigned To	Filter tasks by the person or team they’re assigned to
Creator	See tasks created by a specific user
Category	Filter by task category (typically linked to LOB or workflow type)
Stage Status	View tasks in a specific stage of a workflow
Location	Filter by agency branch or location (if multi-office)
Work Group	Filter by department or user-defined work group
Supervisor	Show tasks managed by a particular supervisor
Tag	Filter tasks by custom tags you've applied (e.g., "Renewal Q4", "Audit")

How to Use Filters

Go to Tasks
Use the dropdowns and date selectors to choose filters
Click Apply Filters (or the filter icon if collapsed)
Refine further with keyword search in Title or Description

You can reset filters at any time to return to the full task list.

Common Filtering Scenarios

Goal	Recommended Filters
View all tasks assigned to a specific CSR	Assigned To = [CSR Name]
Find overdue tasks for renewal prep	Category = Renewals + Due Date = Past
Audit tasks by work group	Work Group = [e.g., Commercial Lines]
Check tasks involving specific insured	Insured = [Insured Name]
Review everything due this week	Due Date = Next 7 Days
See all open tasks related to policies	Policy = [Policy Name] + Status = Not Started or In Progress

Best Practices

Use multiple filters together to zero in on complex task views
Combine Category + Stage Status + Assigned To for workflow audits
Use Tags for tracking cross-functional initiatives (e.g., "Q3 Renewal Campaign")
Adjust Last Change Date to monitor stagnation or bottlenecks
Filter by Creator to train or audit staff usage habits