Search, filter, and save activity views
The Aktiviteter page is built around two filters that sit above the list, and most day-to-day use is just moving between them:
- 1Time: Forfalt, I dag, I morgen, Denne uken and the longer windows, up to Hele perioden. This filters on the deadline date, so activities with no deadline will not appear in any of them. The same picker also offers Egendefinert periode at the bottom: pick a Startdato and an Sluttdato and the list shows only the activities due between them. Fjern periode puts you back on the whole list.
- 2Status: defaults to Alle unntatt fullførte, which is what you want when working a list. Switch it to Fullført to look back at what was done, Åpne (ikke avbrutte) to hide the cancelled ones as well as the completed ones, 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.
Reading a calling list. Turn on the Siste notat column from the column picker to see the newest note on each activity right in the list, without opening every row.
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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