Step filtering for today, this week, next week

What’s new in step filtering

You now have new ways to filter assignments on the Inbox > Assignments tab. In addition to the existing Late and In Progress options, you can filter by Today, This Week, and Next Week. These same options also apply when you configure a dashboard widget and when you view runs.

New filter options

  • Today
  • This Week
  • Next Week

Backward compatibility

The existing filters for Late and In Progress remain available.

Where the filters apply

  • Assignments tab on the Inbox
  • Dashboard widgets that display steps and their due dates
  • Runs view

How to use the new filters

Filtering on the assignments tab

  1. Go to the Inbox and open the Assignments tab.
  2. Open the Status filter and choose one of the new options: Today, This Week, or Next Week.
  3. The list updates to show assignments due in the selected period. Note that Late and In Progress filters are still available.

Filtering in a dashboard widget

  1. Open your dashboard and edit the widget that lists steps.
  2. Use the Steps/date filter to select Today, This Week, or Next Week.
  3. Save your changes to apply the filter to the widget.

Filtering in runs

  1. Open a run view where you want to filter steps.
  2. Use the date-based filter to show items due This Week or Next Week (as available in runs).
  3. The run view updates to reflect the selected period.

Watch the Video

https://vimeo.com/1129255794

Still need help? Contact Us Contact Us