Edit and Save Existing Filters for Pipeline Activities

Use Pipeline Activity List in the To-Do submodule in the Tasks module to edit and save existing filters for pipeline activities.

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

To edit and save an existing filter for pipeline activities:

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 edit and select or deselect filters as appropriate.
5. Click Organize Filters and select Save Current Filter.
6. Click Close .