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How to filter the Activity Dashboard

By | 2018-08-28T14:56:53+00:00 August 13th, 2018|

This filtering is done by clicking on the below icon on the top lefthand corner of the Activity Dashboard: Simply click "Add Filter Activities" and select the attributes you'd like to filter on. We recommend starting with "Assignee." and adding your name to the filter; this way you are only viewing your work. You can also save as many personalized filters as you wish, simply click "load" when you want to use the filter in [...]