Remove "done" activities from activity list

Don Marron
Don Marron Posts: 4
edited July 28 in Business Talk #1

I'm new to this. Is there a way to remove "done" activities from activity list view?  Most of the time I just want to see what needs to be done.  Thx

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Comments

  • Jeremy Gulley_11062
    edited February 2021 #2

    Hi @Don Marron ,

    I think the easiest way would be to create a filter. Let me know if this helps. 

    https://www.loom.com/share/f0166814e0754e998eb9dab5ab467ae7
  • Don Marron
    Don Marron Posts: 4
    edited February 25 #3

    Thanks Jeremy - that did the trick. 

    Is there a simple way to roll over all overdue activities (other than appointments/meetings) to "Today"? 

  • Jeremy Gulley_11062
    edited February 2021 #4

    Thanks Jeremy - that did the trick. 

    Is there a simple way to roll over all overdue activities (other than appointments/meetings) to "Today"? 

    Hey @Don Marron 

    Let me know if this works. 

    https://www.loom.com/share/9fffedc2e736455598feb177aa2bf587
  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 2021 #5

    Thanks Jeremy - that did the trick. 

    Is there a simple way to roll over all overdue activities (other than appointments/meetings) to "Today"? 

    @Don Marron - I would strongly advise against that.

    You can always select the Overdue tab to see what needs urgent attention. Complete the activities that are due on the particular day, and then focus on activities in Overdue. That is the only systematic way to get on top of your activities.

     

    Also, working out of To Do or Over Due tabs will not show activities that are already completed.

  • Don Marron
    Don Marron Posts: 4
    edited February 2021 #6

    Thanks Jeremy - that did the trick. 

    Is there a simple way to roll over all overdue activities (other than appointments/meetings) to "Today"? 

    Thanks guys! This gets me a single list of what I have to/want to do today . without any "noise". 

  • Don Marron
    Don Marron Posts: 4
    edited February 2021 #7

    Thanks Jeremy - that did the trick. 

    Is there a simple way to roll over all overdue activities (other than appointments/meetings) to "Today"? 

    Sorry Jeremy - I don't have the "Select" checkboxes visible on the left for group editing and I can't find them in the Settings (below the Gear icon). Could that be a permission thing?

  • Jeremy Gulley_11062
    edited February 2021 #8

    Thanks Jeremy - that did the trick. 

    Is there a simple way to roll over all overdue activities (other than appointments/meetings) to "Today"? 

    Hi @Don Marron - This is probably permissions related. You must have permission to "Bulk edit items"

    See image for details.