Save New Filters for Pipeline Activities

Use Pipeline Activity List in the To-Do submodule in the Tasks module to save new 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 a new 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 Current as New Filter.
7. In the Save a New Filter dialog box, enter the name that you want to use for your new filter.
8. To make your new filter a global filter, select the Share as Global Filter check box.
9. Click OK.
10. Click Close .