Save and Overwrite Existing Filters for Pipeline Activities

Use Pipeline Activity List in the To-Do submodule in the Tasks module to save and overwrite 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 save and overwrite 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, select the filters that you want to use for the pipeline activities and click Apply.
5. If you selected several filters and want to remove all of them, click Clear Filter .
6. Click Organize Filters and select Save and Overwrite an Existing Filter.
7. In the Overwrite an Existing Filter dialog box, use the drop-down list to select the filter that you want to overwrite.
8. Click OK.
9. Click Close .