Overview
The Homepage of your CivicClerk site has many filters, which assists in finding the location of content.
Instructions
- Ensure that you are on the Home tab
- Select your filters
- View: Narrow down who owns the items/approvals/tasks that are returned in the list
- Me: Content that belongs to the current user
- Everyone: Content that belongs to all users
- Department: Content that belongs to all users in a specific department
- User: Dropdown that lets you choose one specific user to search, and more importantly this allows you access the “People I Backup” selection, which shows you any pending approvals that you are a backup for
- Timeframe: Filter messages by all dates, the next 60 days, the next 30 days, or create a custom date range
- Show
- Items: Click to hide items
- Approvals: Click to show approvals
- Tasks: Click to show tasks
- Include Completed: Check the box to include completed items/approvals/tasks in the filter search
- View: Narrow down who owns the items/approvals/tasks that are returned in the list
- Click Update
- Results will appear below
Article Feedback