To make your workflow as efficient as possible, use our Filters Feature. At the top of your Checklist is the filter by Status, Access, Responsibility, and Upload date button.
Predefined statuses are:
White - no status items or deliverables
Red - open items or deliverables
Grey - items in progress
Green - closed items
💡 If you or another colleague on the Host team needs to add a custom status, contact our support via chat or email us at support@prodeal360.com. Learn more about Custom status
Each item will have a corresponding color depending on the status you set via Bulk Status Update.
Filter by Access (see all the items accessible by a particular team)
Filter by Responsibility (see all the items assigned to a particular team)
Unread filter (quickly see all unread documents or notes)
Upload date filter (find all items created in the selected time period)
Filter by Upload date
Click Upload Date in the filter menu and select the data range you're interested in. Your checklist will now show you the documents uploaded in that period.
💡 ProTip: You can use these filters in any combination
For example, to show open items assigned to one team, click the Red icon and select the desired Team from the Responsibility filter.
Status Settings
By default, filtering by Status would include headings, line items and folders. If you only want to consider the line items for status filtering and room progress, you can turn on the Status Filtering And Room Progress toggle.
Go to Settings, under Features, look for Statuses, then click Configure.
Turn ON the toggle next to Status Filtering And Room Progress to only filter line items.
Related Article
Learn about the checklist search bar - Search for a checklist item or document within your room.