Filtering and sorting your Actions

Action list

Once you've navigated to the Actions screen from your home screen, you'll be presented with your list of Actions.

The list will be filtered accordingly to the button you tapped from the home screen i.e. all Actions with a status of Not Yet Written, all Actions with a status of In Progress, all Actions which are assigned to you, or all Actions.

Filtering your actions

Tapping the Filters button in the top right-hand corner of the screen, will pop up the filter card. By default, we show you as much data as possible, so most of the checkboxes will be unselected. You can adjust the following:

Sort by will change the order that Actions appear in the list:

1. Due Date: Actions are ordered by the oldest due date appearing at the top of the list 
2. Created Date - Newest First: Actions are ordered by the most recently raised appearing at the top of the list 
3. Created Date - Oldest First: Actions are ordered by those raised longest ago appearing at the top of the list

Due Date will add/remove Actions from the list: 

1. Upcoming: Actions with due dates in the future 
2. Overdue: Actions with due dates in the past

Assigned to will add/remove Actions from the list: 

1. Me: Actions assigned to you
2. Others: Actions which assigned to somebody in the organisation, but not you
3. Unassigned: Actions which aren't assigned to anybody

Status will add/remove Actions from the list:

1. Not Yet Written: Actions which have been raised but not written up 
2. In Progress: Actions which have been written up and need to be completed