Activity List View

The activity list view allows you to quickly view and filter your activities to see uncompleted activities, all activities for your team, and more. You can also tap on an activity to take notes or see more details.

To view activities on a list:

1. Tap on “Activities” via the main navigation menu.
2. Tap “List View” on the top right of the screen.
3. This will bring you to a list of all of your upcoming activities. 
4. From the list view, you can also view the following information for each activity:
   • Assigner is the first photo.
   • The assignee is the second photo. 
   • Due date: Date on the activity card.
   • Company or person: Icon under the name of the activity.
   • Who created the activity and to whom it is assigned: Images on the bottom right. of the activity card.
   • If it is completed or not: There will be a green checkmark next to the activity date upon completion.
     

To find an individual activity:

1. From the list view, you can also search for individual activities. 
2. Tap on the Search Bar to look for a specific activity.
3. Enter the name of the activity. 
4. Tap Enter.

To sorting activities:

1. From the list view, you can sort your activities by the following time frames:
   
   Sort Criteria:

• Date created
• Date modified
• Due date
• Date Completed
  
  Sort Direction:
  

• Most recently created
• Least recently created

1. To change how you are sorting your activities, tap “Sort” under the Search Bar.
2. Tap on the way you want to sort your activities listed above. 
3. Tap “Apply Filter.”

To filter activities:

From the list view, you can also filter your activities by:

1. Status:

• Overdue.
• Upcoming.
• Untimed.
• Completed.

1. Visibility:

• My Private activities.
• My shared activities (Team only).
• My shared activities (Organization).
• Shared with me.

1. Activity type - see all or one custom activity type.

To filter your activities by Status:

1. Tap “Status” under the Search Bar.
2. Select one of the following activities statuses to sort by.
   
   
   
   
3.  Tap “Apply Filter”
   
   

To filter your activities by Visibility:

1. Tap “Visibility ” under the Search Bar
2. Select if you want to see only activities visible to you or visible to the whole team
   
   
   
   
   
3. Tap “Apply Filter”

To filter your activities by Activity Type:

1.  Tap on any of the other filters and scroll to the left
2.  Tap “Activity Type ” under the Search Bar
3.  Decide if you want to see only one type of activity type, multiple activity types, or all activity types
4. Toggle on the activity type(s) you want to to see
   
   
   
   
5. Tap “Apply Filter”

To remove a filter:

1. Tap on the filter you want to remove
2. Tap on the top option for the filter (default options)
3. If Activity Type filter, toggle on “All Activity Types”
4. Tap “Apply Filter”