1. Deliverable Actions Table
You can filter list of Action Items for a Deliverable item to display with the following options: User, Status, From, To
You can select one or more filters. Once the desired filters are configured, the Actions List will display only the items that match the selected filter criteria.
You can also search an Action Item within the Deliverable item.
To access the table, go to an Execution Project. Click the ‘Deliverables’ tab from the left sidebar of the page and then click any Deliverable item.
Once redirected to the Deliverable Details page, scroll down to the 'Actions' table.
1.1 Filter Actions by User
Click the ‘User’ dropdown menu. Once done, select from the dropdown the User you want to display.
To display Action items with all Owners, select ‘User (All)’.
1.2 Filter Actions by Status
Click the ‘Status’ dropdown menu. Once done, select from the dropdown a Status you want to display.
To display Action items with all statuses, select ‘All Status’.
1.3 Filter Actions by From and To Dates
Click the ‘From’ calendar picker and select a start date. Then, click the ‘To’ calendar picker and select an end date to view Action Items whose due dates fall within the selected date range.
1.4 Search Action Item
To search an Action Item within the Actions Table, enter the Action Name in the ‘Search’ field’.
Once done, click the ‘Magnifying Glass’ icon or press ENTER.