Overview
When you have many actions, filtering and searching help you focus on what matters most. The Actions page provides comprehensive tools to find overdue items, check specific priorities, or search for particular actions.
Accessing Actions
Click Actions from your main menu
View all actions in a table format with columns for Action ID, Title/Description, Status, Priority, Assignee, Due Date, and Location
Use the filter bar at the top with search and dropdown options
Switch between Table and Calendar views using the tabs
Using the Search Bar
Search Functionality:
Large search box on the left side showing "Search..."
Search across all action fields (titles, descriptions, assignees, locations)
Using Filter Dropdowns
Location Filter
Click Location dropdown to see all available locations
Select specific location like "Grand Hotel" or "Coffee Shop"
Clear by selecting default option
Status Filter
Click All Statuses dropdown to see available options
Status options vary based on your selected action template and may include:
Open - Active actions needing attention
In Progress - Work currently being done
Complete - Finished actions
Custom statuses - Additional statuses configured in your action templates
Priority Filter
Click All Priorities dropdown:
Critical - Emergency/safety issues
High - Important items
Medium - Standard work
Low - Minor improvements
Advanced Filters
Due Date Filter
Click Filters button to access Due Date range picker
Set start and end dates using MM/DD/YYYY format
Find actions due within specific timeframes
Combining Filters Effectively
Effective Combinations:
Search "temperature" + Status "Open" = temperature issues needing attention
Location "Grand Hotel" + Priority "Critical" = urgent issues at specific location
Status "Complete" + Due Date range = finished work within timeframe
Managing Results
Action count updates to show matching items
Click on any action row to view full details
Clear filters by resetting dropdowns or clearing search bar