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How to save Project Activity Searches

This feature is for users who wish to save their project activity searches.

Open the specific project for which you want to save a search. 

  • Go to the "Activities" tab. 
  • Click the "Advance Filters" button on the right sight of the page to access full range of filtering tools. 

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  • Adjust and apply filters as needed until the activity list reflects the exact details to your liking.
  • Once your filters are applied, click "Save Search" . 

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  • A new window will open and you can now assign a descriptive name to your search. Once this step is complete, click " Run and Save search". 

From this window, you can choose to enable email notifications by checking the box that says " Send email notification alerts"

 

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Tip: All saved searches will be made available at the bookmark icon on the left side of your screen.

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