Remove "done" activities from activity list

Don Marron

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

Jeremy Gulley_11062

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

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

Don Marron said:

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 (AmitSarda.xyz)

Don Marron said:

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 said:

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 said:

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

Don Marron said:

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.