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Using filters to create a custom view

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.

 

  1. Click Goals in the top toolbar.
  2. Click Show Filters to expose customization options.
    Screen_Shot_2017-07-25_at_10.36.43_AM.png
  3. Click the symbol to add more filters or the X symbol next to an existing filter to remove it.
    Screen_Shot_2017-07-25_at_10.37.36_AM.png
  4. If you opened the filter menu, choose a filter set from the menu to apply it to the goal list.
    Screen_Shot_2017-07-25_at_10.38.54_AM.png
  5. The filter applied appears in the list of filters, and the goal list updates to reflect the new view.
  6. If this is a frequently viewed list, save the filter and re-visit it at a later time from the goal list menu.
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