Activity List View

The Activity list view allows you to quickly view and filter your Activities to see incomplete 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 in the List View:

1. Tap on “Activities” via the main navigation menu
2. Tap “List View” on the top right corner of the screen
3. From the List View, you can view the following information for each Activity:
   • Activity Creator is the first photo / initials
   • Activity Assignee is the second photo / initials
   • Due date: Date on the activity card 
   • Associated Company or Person: Icon under the name of the activity.
   • Completion Status: There will be a green checkmark next to the activity date upon completion, a yellow information icon if the Activity is upcoming or a red information icon if the Activity has gone overdue
     

To find an individual Activity:

From the List View, you are able to search for specific Activities of interested

1. Tap on the Search Bar 
2. Enter the name of the Activity you would like to search for 
3. List View results will adjust automatically to show records meeting the search criteria

To sort 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 recent
• Least recent

1. To change how you are sorting your activities, tap “Sort” under the Search Bar.
2. Tap on the criteria and direction you want to sort your Activities  
3. Tap “Sort Activities” to finalize the changes

To filter Activities in the List View: 

From the List View, you can filter your Activities by:

1. Status:
   • All Statuses
   • Overdue - Activities where the Due Date has gone past due and the Activity has not been marked as Complete
   • Upcoming - Activities that are future dated 
   • Not scheduled - Activities without a due date 
   • Completed - Activities marked as Done 
2. Visibility:
   • My Private activities
   • My shared activities (Team only)
   • My shared activities (Organization)
   • Shared with me
3. Activity Type - Filter the List to specific Types of Activities you are interested in seeing
4. Assignee - Filter the List to Activities assigned to a particular user
5. Creator - Filter the List to Activities created by a particular user

To apply Filters: 

1. Tap the above criteria that you would like to Filter the data by 
2. Select the relevant parameter for the Filter
3. Click "Apply Filter" and the List will automatically adjust the results to only show Activities that meet the applied rule

To remove Filters: 

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