🔍 Content
Filtering process activities
Sorting process activities
Setting a permanent sort order in the process board
Adjusting display settings
Tips & Best Practices
FAQ
🛠️ Filtering process activities
Using the quick filter in the board (temporary only):
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In the process board, click the quick filter icon in the top right.
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Select your desired filter criteria:
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Responsible person
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Status (Red, Yellow, Green)
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End date
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Category
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Multiple selections are possible.
Important:
These filters apply only to the current session. They are reset after reloading the page or logging out.
🗂️ Sorting process activities
Quick sorting in the board (temporary only):
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Next to the filter icon, click the sort icon.
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Choose the sort criterion:
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Title
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End date
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Responsible person
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Status
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Set the order:
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Ascending or descending
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Note:
Quick sorting is also only active temporarily and will reset when the page is refreshed.
🛠️ Setting a permanent sort order in the process board
If you want to set the sort order permanently, follow these steps:
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In the board title, click the small arrow and select “Settings”.
📸 Screenshot: “Settings” menu in the board highlighted.
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In the “General” tab, find the “Default sorting logic” section.
📸 Screenshot: “Default sorting logic” section in settings highlighted.
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Set a sorting order using up to three criteria (e.g., 1. Priority, 2. End date, 3. Status).
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Save your changes – these will then apply permanently for all users of this process board.
🖥️ Adjusting display settings
Collapse process activities: In compact view, you only see the activity status via color codes:
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🔴 Red: Critical status
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🟡 Yellow: Attention required
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🟢 Green: On track
Expand process activities: Click an activity to view details such as:
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Activity end date
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Current phase end date
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Responsible person
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Form ID
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Title
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Overview of open and completed items
✨ Tips & Best Practices
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📚 Combine filters and sorting intentionally to optimize your working view.
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🔄 Use permanent sorting for a standardized team view; quick filters for fast, individual analysis.
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🎯 Pay close attention to the color codes for quick status assessments.
❓ FAQ
Can I apply multiple filters at the same time?
✅ Yes, multiple criteria can be combined.
Are my filter settings saved?
❌ Quick filters and quick sorting apply only to the current session.
✅ Permanent sorting can be set in the process board settings.
Why don’t I see any activities even though I’ve set filters?
➡️ There may be no process activities matching the selected criteria. Check your filter settings.