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How to use activity filters

In this how-to guide, you'll learn the step-by-step process for using activity filters to manage tasks effectively, including filtering activities by user status and priority.

victoriaworkflowsvictoriaworkflows
·18 steps·70 views·Published

In this how-to guide, you'll learn the step-by-step process for using activity filters to manage tasks effectively, including filtering activities by user status and priority. Follow along to streamline your workflow and enhance your productivity.

Step-by-step Guide18 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Filter

    Click Filter
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  3. Click Undone activities assigned to deactivated users

    Click Undone activities assigned to deactivated users
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  4. Click on "Click here."

    Click on "Click here."
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  5. Click Overdue

    Click Overdue
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  6. Click Filter

    Click Filter
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  7. Click Add new filter

    Click Add new filter
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  8. Click Contact person

    Click Contact person
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  9. Click Assigned to user

    Click Assigned to user
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  10. Click Select

    Click Select
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  11. Click Kayla D

    Click Kayla D
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  12. Click Add condition

    Click Add condition
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  13. Click activity

    Click activity
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  14. Click deal

    Click deal
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  15. Click Select field

    Click Select field
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  16. Click Deal Priority

    Click Deal Priority
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  17. Click High

    Click High
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  18. Click Save

    Click Save
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