My Activities Board View

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Introduction My Activity Boards can be created and used to visualise activities split into lists. Activities will dynamically appear or be removed from lists on boards based on the conditions defined against each list on a Board.

Related Articles My Activities

Create a New Board

From the Drop down menu, choose Create New Board, give the Board a Name, and Description and select Create

Adding Lists to Board

Select the button.

• Title: Give the new list a title
• Sort by: Choose how the Activities displayed in the list will be sorted. This will be based on an activity date (Due date, Start Date, Created On), plus a preference for ascending or descending order
• Conditions: Use the cause builder to define the conditions for which activities will appear on the list

• Test filer: Use this option to see how many activities match the conditions of the list filter before creating the list
• Delete: Delete a filter condition by using the trashcan next to the filter condition/s you wish to delete

Select Create to add the list to the board