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How can I set and save filters in the activities list?

Gain a quick understanding and actionable overview by filtering for only relevant control activities in the activities list.

Why should I filter activities?

Filtering activities can be very useful if you for instance have many activities, and you only want to view certain activities within a specific area. The filtering tool also makes it easy to find an exact control activity that you want to see. Furthermore, it gives you the option to view details already from the overview without having to go in to each activity. 

How do I filter my activities?

  1. First, open the activities list. There are several ways you can reach it:
    1. Directly from the Dashboard, in the top right corner 
    2. When you are in a certain control program, in the top right corner
    3. By clicking on the three dots on a control within a control program
       
  2. When you are in the activities list, add one or several terms in the search bar to filter out certain activities. You can add as many search terms as needed.
  3. To gain a better view of the selected activities, you can select the columns to be shown and whether there should only be active or archived activities. Do this by clicking "Adjust view" in the top, right corner.
     

Tip for saving and sharing filtered content: Once you have set up the filters, they will remain there unless you change them again - even when re-entering the activity list. 

Guide your co-workers, stakeholders or auditors to focus on relevant content by using the Shared Link. They will see the same content that you have filtered out.

 

Note: The activities can also be exported as an .xlsx file, so you can filter in Excel as well.

 

Learn more:

Do you need to get an overview of program activities? Go to Monitor controls and take interventions: How can I access the control results list?

Do you need to get an overview of your pending actions? Go to How do I get an overview of my pending actions?