Search, filter, and save activity views

Tilgængelig i alle planerSådan gør duÅbn i DealJourney

The Aktiviteter page is built around two filters that sit above the list, and most day-to-day use is just moving between them:

  1. 1TimeForsinket, I dag, Denne uge and the longer windows, up to Al tid. This filters on the deadline date, so activities with no deadline will not appear in any of them.
  2. 2Status — defaults to Alle undtagen fuldførte, which is what you want when working a list. Switch it to Fuldført to look back at what was done, or Alle to see everything.

Beyond those, search by headline, and use the filter panel to narrow by type, priority, customer, or any custom field your company has added.

Seeing other people's work. If you are allowed to, switch the user filter from yourself to the whole team to see what is open across everyone. That is the view to use when checking whether anything is being dropped.

Save a combination you use often as a view — it appears under Aktiviteter in the sidebar and can be shared with the team.

To pull the list out of DealJourney, use Eksporter som CSV. It exports what is currently on screen, so set your filters first.

The filter bar and saved views are the same component on every list in DealJourney, so anything you learn here works on the others: Filter a list covers building a filter, and Save and share a view covers keeping and sharing one.

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