To make your workflow as efficient as possible, use our Filters Feature. At the top of your Checklist are three colored Filter Icons:

  • Red - open items or deliverables
  • Grey - items in progress
  • Green -  closed items  

Next to the colored icons filters, you'll see the following options: 

  • 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 Red icon and select the desired Team from the Responsibility filter.

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