Filters let you choose what to display in your calendar.
The selected filters are specific to each user, and can be saved for future use, and changed as needed.
By default, all actions are shown in the calendar. But when you change the filter and save it, the corresponding display will remain active until you change it again.
Filter actions displayed in the calendar
There are different ways to filter actions in your calendar.
By communication typeTo display actions that correspond to one or more communication types, among those available in the project.
To display actions associated to one or more tags.
By Dialog Insight action
To display one or more action types that have been planned or completed in Dialog Insight.
By custom actionTo display one or more actions among those that are not associated to Dialog Insight.
By public or private actionTo display actions that are either public or private, or both.
Keep your favorite displays
When you apply filters to display actions in particular, you can save them to reuse them later, without having to redefine them.
- Select the filters to get the display of your choice.
You can combine filters as needed - communication types, tags, actions, calendars. Searched items are the only one that cannot be saved in filters.
- At the bottom of the right pane, click Save or Save as and name the filter.
The default filter is the only one that cannot be replaced.
- The new filter displays in the list of available filters.
Reset the default view
- Click Reset.
By default, all actions, public and private, are selected and shown in the calendar, with no consideration for communication types or tags. For example, all messages are shown, even those that are not related to a communication type.