Filtering the To Do List View

The To Do List tabs organize your To Do items by status - Overdue, Upcoming, Incomplete, Complete, and All. But advanced filter options give you the power to narrow the scope of the listing even more, so you can view only the information you need.

Filters are also useful to develop and print custom reports for you and your company.

Filter the To Do List view

  1. Access the To Do List by clicking on the To Do List.

  2. Click on either the Overdue, Upcoming, Incomplete, Complete, or All tab.

  3. In the To Do List toolbar, click the Filter by drop-down menu.

  4. Select a Contact, Contact Group, Project or Project Group to filter by. Only items with the selected association will show in the list.

Clear filter on the To Do List

  1. Click on either the Overdue, Upcoming, Incomplete, Complete, or All tab.

  2. In the To Do List toolbar, click the Filter by drop-down menu.

  3. Select Show All. All To Do List items normally viewed on that tab will show.