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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.

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 enter the activities list, you see a box with filtering options and a search bar. By default, the Due date filter is always on - you can change this filter to Period covered if needed. Click on "+Add filter" to add more filters for a more precise view.
  3. Once you have clicked the "+Add filter", a dropdown will appear with all the different categories of filters you can set. Select one of them.
  4. Once a filter is selected, it shows in the filter box. You can then select if it should match with "is" or if it shouldn't with "is not", and then you can add the criteria. 
  5. Add as many filter rows as you need for the list to show only relevant control activities. Any control activity on the list will need to meet the criteria from all filters.
  6. Use the search bar on the right to search within the set filters.
  7. Select or deselect the boxes next to "Active control activities and/or "Archived control activities to show only active or archived control activities or both.
  8. Next time you enter the activities list, the saved filters will be hidden. Simply click the "Filters"-button to open the entire filter setup.

Note: The filtering tool works straight away, so it filters the results while you are entering a criteria - you don't need to refresh for the filters to work. 

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.

How to remove filters

  1. Click the "X" at the end of a filter row to remove just that filter.
  2. Click "Clear all" to reset everything back to the default. filter-row-clear-and-remove-highlighted

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?