Filter and export

Filter the view

The Action Register lets you filter actions by category. The available filters are:

  • Tags - filter by one or more action tags
  • Project - filter by the projects actions are linked to
  • Assigned To - filter by the users assigned to actions
  • Owner - filter by the users who created the actions
  • Priority - filter by priority level
  • Status - filter by Not Started, In Progress, On Hold, Complete or Closed

Combine as many filters as you need. To reset every filter to its default, click the reset filters icon (↺).

You can also search by keyword using the search bar at the top of the filter toolbar.

Export actions

Export every visible action to an Excel file.

Step 1: Head to the Action Register in the left-hand menu.

Step 2: Click EXPORT in the top-right corner. An Excel file downloads containing all actions that match your current filters.