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Sorting the ‘Activities Dashboard’

 
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Lyncean
727 posts

When sorting the “Next Actions assigned to” in the ‘Activities Dashboard’ by one of the columns, for instance the column “For” it actually only sorts it within each of the weeks or days or time periods, which I understand. When everything flows smoothly and properly this works out fine, but let’s say you’ve got lots of backlogged tasks, and want to see ALL the tasks for a given company so you can just focus on that one company you can’t do it here, since it breaks them up by week. Is there a way around this?

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Lyncean
352 posts

yup! try “timeline for” instead of “next actions” if it’s for projects.

if it’s for contacts, you can’t get a completely isolated view, but you can sort by the column “for” under “next actions” and look that way.

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Lyncean
727 posts

yes it’s for contacts, not projects.

@ Solve360: it would be great to be able to sort as I’ve described. Maybe a feature like in Excel where you can sort by multiple criteria/columns, not just one

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Administrator
3952 posts

Thanks for the tip.