#How to filter activities by deadline, type, priority or outcome

On the Activities page, the Filters button opens a screen of ready-made filters — Due today, No attendant, High priority, Worked out and more. One click applies the cut. If no ready-made filter covers what you need, Advanced filter, at the bottom, opens the condition builder with fields, operators and AND / OR groups.

Before you start

• A workspace role with CRM access and permission to see activities.
• If you are an attendant, the list already comes limited to your activities — filters cut within that set, and no condition, however many ORs you combine, shows what is outside it. "Your tasks" include the ones without an owner on opportunities where you are the owner.

#Overdue and Pipeline in one click

Next to the Filters button there are two direct cuts:

• Overdue — one click shows only what is still open and past its end; click again to turn it off. The Filters button counts this cut, for example Filters (1).
• All pipelines — picks one or more pipelines. The search field at the top of the list finds a pipeline by name, ignoring accents and letter case.

Both combine with what you apply under Filters: for "someone's overdue items", turn on Overdue and pick the owner in Filters → Advanced filter → Owner (attendant).

#Apply a ready-made filter

1. Open Activities in the CRM menu.
2. Click Filters, at the top right above the list.
3. Click the card that answers your question. The filter is applied and the screen closes.

The applied card stays highlighted when you reopen the screen. Clicking it again undoes the filter — no need to go to the advanced one to clear; Clear filter, at the bottom, does the same. The Filters button shows how many conditions are active.

#Available ready-made filters

Ready-made filters look at the whole list — Ongoing and Done. Due today, for example, also brings what was already completed today.

#Build a filter in the advanced one

1. On the filters screen, click Advanced filter at the bottom.
2. On each row, pick the field, the operator and the value. Use Add condition to add rows.
3. Check the count at the bottom — it shows how many activities match before you apply.
4. Click Apply.

If you got to the advanced filter after applying a ready-made one, it opens with that filter's conditions already filled in — you can adjust instead of starting from scratch.

#Available fields

An appointment has no priority: for the filter it counts as No priority. So Priority is not one of Urgent brings appointments along, and Priority is one of Urgent brings none.

Owner (attendant) is one of brings the person's activities and the tasks without an owner on opportunities where they are the owner — an ownerless next action is charged to whoever answers for the card. Has no attendant looks only at the activity's own attendant. In the advanced filter's field search, both "owner" and "attendant" find this field.

Deadline compares by day in your time zone: is on covers the first to the last minute of that day, until includes the whole day and after starts on the next day.

#Combine conditions: AND, OR and groups

Inside a group you choose all conditions (AND) or any condition (OR). Between groups, the AND / OR connector joins each group to the previous one. AND binds tighter than OR: "A OR B AND C" means A, or else B together with C. Use New group to separate blocks.

For example, for "urgent tasks or overdue meetings", build two groups joined by OR: in the first, Type is one of Task and Priority is one of Urgent; in the second, Type is one of Appointment, Meeting and Overdue is Yes.

#Outcome: "No outcome" is not the same as negative

The outcome is recorded when the task is completed — Positive when it happened (the call was answered, the lead replied, the meeting took place) and Negative when it did not. For an appointment, Completed is positive; Cancelled and No-show are negative.

No outcome is the third state: no result recorded yet. It does not fall under Negative.

#The numbers at the top follow the filter

The page indicators and the list answer to the same cut, including the advanced filter's conditions. So does the calendar: activities without a deadline don't appear on it, because there is no day to draw them on.

#If it did not work

• The advanced filter rejects the filter with an invalid value notice → one of the conditions has a value that makes no sense for the field (an incomplete date, for example). Reopen the advanced filter and fix the row.
• A condition I created doesn't show in the Filters button count → rows without a value (field chosen, nothing filled in) don't count and don't filter. Fill in the value or remove the row.
• I don't see "My activities" → that filter needs you to have an attendant record in the workspace.