intake

How do I filter the review queue?

Where: Use the filter row above the project list: Search permits, Permit Type, Status, Newest First, All Members

How do I filter the review queue?

Quick answer: Above the project list there's a filter row with five controls — Search permits, Permit Type, Status, Newest First (sort), and All Members. They stack: each narrows the visible list further. Combine them with the My Work / Team toggle up top.

The five controls

ControlWhat it does
Search permits…Text search across project name and address.
Permit TypeFilter to one permit type (e.g., ADU, Reroof, EV Charger).
StatusFilter by lifecycle state — Processing, Completed, Failed.
Newest First (sort)Sort order. Click to reverse to oldest first.
All MembersFilter to a single reviewer's queue.

Common combinations

  • "What came in today" — Sort Newest First, Team, no other filters. Top of the list is today's arrivals.
  • "Unassigned ADUs only"Permit Type: ADU, All Members: Unassigned, Team.
  • "What's still Processing"Status: Processing. Good for spotting stuck submittals.
  • "Only mine, by type"My Work, then set Permit Type to whichever you're batching.

Clearing filters

Open each dropdown and pick the top (default) option to clear that one. There isn't a single "clear all" button.

Related

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