Using Filters to Create a Custom View

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by Fred Pukay
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What are filters and how do they function?

When you apply a set of filters to the goal list, you’re creating a view. You can save custom views for later use, or update existing views and save the changes.

Click Goals in the top toolbar.

Click Show Filters to expose customization options.

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Click the symbol to add more filters or the X symbol next to an existing filter to remove it.

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If you opened the filter menu, choose a filter set from the menu to apply it to the goal list.

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The filter applied appears in the list of filters, and the goal list updates to reflect the new view.

If this is a frequently viewed list, save the filter and re-visit it at a later time from the goal list menu.

To reset your filters to their original state, click the My Goal/ My Objective button on your dashboard. 

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