Filters
The different filters are indispensable if you wish to be able to manage a large number of points.
Note: Depending on the licence you have, you will have access to more, less or no filter options in the points overview.
If you click on the little arrow next to "Save view", you will be able to choose which points you wish to see: open/active points, To-do points, the points with statuses Done, the points marked as important and the archived points.
There is also the option to hide the filters or reset all filters.
Filters for each column can be entered here:
For instance, let us imagine that you would like to find all your points that are in progress.
Click on the funnel icon in the column you want to filter on (here "Status")
Select the criteria on which you would like to filter the information (here "In progress")
After this, you can of course add more filters following the same steps. You will then be able to filter on different types of data at the same time.
You can also delete the filter(s) at any time by clicking on the little cross right to the filter name.
Search bar
You can also click on the search bar if you wish to find a specific item (e.g. ID). If you want to find something specific within a point comment, we recommend you to select the "Advanced search" option:
Got a problem? Contact our support here or ask your questions online directly on the app.