Filter Pipeline Activities

Use Pipeline Activity List in the To-Do submodule in the Tasks module to filter pipeline activities.

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

To filter 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. You can also save new filters, edit and save existing filters, save and overwrite existing filters, delete filters, and make existing filters global or local.
  7. Click Close .