Make Existing Filters for Pipeline Activities Global Filters

Use Pipeline Activity List in the To-Do submodule in the Tasks module to make existing filters for pipeline activities global filters.

To use Pipeline Activity List, you must have access to Tasks as defined in User Access Rights under Settings.

To make an existing filter for pipeline activities a global filter:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click To-Do > Pipeline Activity List.
3. On the grid toolbar, click Open Activity Filter .
4. In the Pipeline Activity Filter dialog box, use the Last Used Filter drop-down list to select the filter that you want to make a global filter.
5. Click Organize Filters and select Make Global.
6. To make the filter local again, click Organize Filters and select Make Local.
7. Click Close .