Filter Tasks by Assigned To and Open Cases Without Losing Your Place

Margarita Perez on October 13, 2026

New

Filter Tasks by Assigned To and Open Cases Without Losing Your Place

The Tasks list has two additions: a new Assigned To filter, and a button that opens a case in a new tab so you don’t have to leave the list.

What’s new

Assigned To filter

You can now filter the Tasks list by who a task is assigned to. The Assigned To filter sits alongside Case Name/Number, Filter By, and Due Date.

Previously, there was no way to filter tasks by assignee.

Tasks list filters: Case Name/Number, Filter By, Due Date, and the new Assigned To dropdown, with Reset and Search buttons.
The new Assigned To filter on the Tasks list.

Open a case in a new tab

Each task row now has a second button next to View in the Actions column. It opens the case in a new tab, so the Tasks list stays right where you left it.

Previously, clicking View replaced the whole list with the case page, and you lost your spot.

A task row with a View button and, next to it, a new button with an open-in-new-tab icon.
The new button next to View opens the case in a new tab.

Why it matters

Staff can find their own tasks faster, and they no longer lose their place in a long task list just to check a case.

See it in action

  1. Open the Tasks list. The Assigned To filter appears alongside Case Name/Number, Filter By, and Due Date.
  2. In the Actions column, find the second button next to View.
  3. Click it. The case opens in a new tab, and the Tasks list stays as it was.