[Employee Center Pro] I want to display a filter under "My Task" and add it.

Takefumi Muto
Giga Guru

Hi!
Sadly the documentation was a bit too confusing for me. Please assist.

[What I Want to Do]
I want to display a filter under "My Task" and add it.

JackBook_0-1718184006338.png

 

[What I've Done]
I referenced this video and created and set up the following three:
https://youtu.be/7dC9w3RLRY0


・ Create a new To-dos Configuration
・ Create a new To-do filter
・ Create a new To-dos Config filter condition

JackBook_1-1718184044773.pngJackBook_2-1718184055710.pngJackBook_3-1718184064874.pngJackBook_4-1718184070844.png

At the end of the video, various types of filters are displayed.
However, even when I do the same, the filters are not displayed.
I couldn't figure out what's missing in my setup.

1 ACCEPTED SOLUTION

Muralidharan BS
Mega Sage

Hi @Takefumi Muto 

 

There is one additional step you need to perform, you need to make the category active by default they are inactive.

 

https://instance.service-now.com/sn_hr_sp_todo_filter_m2m_category_list.do

 

just open the category in the list and make it active and you should be good to go

 

MuralidharanBS_0-1718196435966.png

 

 

 

View solution in original post

3 REPLIES 3

Muralidharan BS
Mega Sage

Hi @Takefumi Muto 

 

There is one additional step you need to perform, you need to make the category active by default they are inactive.

 

https://instance.service-now.com/sn_hr_sp_todo_filter_m2m_category_list.do

 

just open the category in the list and make it active and you should be good to go

 

MuralidharanBS_0-1718196435966.png

 

 

 

Any other ideas? I am struggling with the same, but I have activated the categories. I also tried creating a new category and deleting browser cache, but no luck.