Filtering Activities

Filter your view to help you to see the activities of interest to you at one time. You can create up to five conditions for each filter.

To create a filter:

  1. Click Filters and select Manage Filters....
  2. On the Manage Filters page:
    1. In the filters list:
      • Click Row Actions next to the category Global to create a new filter available to all users or next to the category User to create a new filter available only to you, then click Add.
      • In the Name field, enter a name that describes the filter you are creating.
    2. In the Filter Details area:
      • Configure the filter criteria.
      • Click Row Actions and click Add Above or Add Below to configure additional filter criteria.
  3. In the filters list, select the filters that you want to apply.
  4. Click Save.

Step me through...

Assigning Activities

Starting Activities

Updating Activities

Updating Activities for Other Resources

Sending Email About an Activity

Starring Activities

Completing Activities

Changing Completed Activities to In Progress

Learn more about...

Working with Activities


Last Published Thursday, May 2, 2024