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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.   

How do I filter my activities?

  1. First, open the activities list. There are several ways you can reach the Activities list:
    1. Directly from the Dashboard, in the top right corner 
    2. When standing 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 standing 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 do select which columns to be shown and whether it 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.

 

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