Universal filter

The Universal Filter lets you customize your view and select tabs to see activity differently.

Quick filters

You have the following Quick Filters:

• Created by Me – Lets you see the campaigns, tasks, and events that you created including list, calendar, timeline and board.
• Assigned to Me – Lets you see the tasks assigned to you and your name is automatically selected in the Assignees filter.
• Watched by me – Lets you see the campaigns, tasks, and events on your watch list.

Standard filters

You can select multiple Standard Filters at a time and filter out your desired campaign, tasks, and events. If you select Created by Me or Assigned to Me filter along with them, you can see the campaigns, events, and tasks created by you or assigned to you across the module. You have the following standard filters:

• Activity Type – Lets you filter among campaigns, tasks, and events across the module. You can see campaigns, tasks, events, or all of them.
  • Campaigns – See only campaigns across the module.

    The campaign filter applies to the List and Timeline view only.

  • Events – See only events across the module. The Events filter only applies to the List, Calendar, and Timeline view.
  • Tasks – See only tasks across the module. Tasks are the only Activity Type filter applicable for all the views.

    If you select the Created by Me or Assigned to Me filter along with them, you can see the campaigns, events, and tasks created by you or assigned to you across the module.

• Assignees – Pick any particular user and see the assigned tasks across the module.

  

• Campaign – Select specific campaigns to display in your filtered view.

  

• Date Range – In the Date Range filter, you can select a specific date range and see the campaigns, tasks, and events created or completed within that specific date range.
• Due Date – See tasks and events that are overdue or are due today, tomorrow, this week, and next week, which helps you figure out the tasks and events that need your immediate attention.
• Status – The status filter helps you get a complete view of the tasks that are Not Started, In Progress, or were Completed across the module.

   

  
• Fields – Select the field values for the campaigns you want to display in your filtered view.

  

Advanced filters

Advanced filters display under the Add Filter section. Click + Add Filters to show the Advanced Filters (Instances, Creator, Owner, Date Range, Campaign, Task, and Fields). Advanced filters let you personalize your filter panel by keeping it specific to your needs and reducing unnecessary clutter.