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Filters

  • How to set a primary filter on My Tasks page

    Please see the attached documents for steps to set a primary filter on My Tasks page....

  • Filters

    Please see the attached documents for steps to create filters and examples of filters....

  • Activities - Difference Between Start Date and Due Date

    When using Activities, what is the difference in Start Date versus Due Date? The designated Start Date will determine when it even shows up on your TO DO list, depending on which filter you apply. Thi...

  • Creating New Filters

    If you want information in a certain page to be displayed in a specific way, you can create your own My Filter. By selecting the My Filters from the menu dropdown, the page you are in will display inf...