If you have a lot of actions, you can filter the actions tab down to only see ones you are interested in. There are four main ways to do this:

  1. By the In Progress tab - then filtered down to active, planned and/or archived
  2. By the Completed tab - then filtered down to active, planned and/or archived
  3. By Kanban view
  4. By using the search bar


To help manage your actions in GoalDriver better, you can set the action status to active, planned or archived. This can be done when you create the action, and actions can be edited to update the action status when needed. 


To see how to edit an action so you can update the status click here.


Tip: Did you know you can click the column headers in actions to sort by that column?

Filtering the in progress tab

 

  1. In the menu ribbon click Rocks

  2. Make sure you are on the Actions tab, and then the In Progress tab (the active tab will be highlighted in green)

  3. Using the tick boxes, select if you want to see Active, Planned or Archived actions. You can have any combination of the three, but you must select at least one 

    Filter on in progress

Filtering the completed tab

 

  1. In the menu ribbon click Rocks

  2. Make sure you are on the Actions tab, and then the Completed tab (the active tab will be highlighted in green)

  3. Using the tick boxes, select if you want to see Active, Planned or Archived Rocks. You can have any combination of the three, but you must select at least one 

The kanban view

 

  1. In the menu ribbon click Rocks

  2. Make sure you are on the Actions tab, and then the Kanban tab (the active tab will be highlighted in green)

  3. This will group your tasks together in a variety of different ways. You can chose how to group your tasks using the drop-down on the left

Using the search bar


  1. In the menu ribbon click Rocks

  2. Make sure you are on the Actions tab (the active tab will be highlighted in green)

  3. Click into the Search bar on the right - this will work on both the In Progress and Completed tabs

    Search bar
  4. Type in the whole, or partial, name of the action you are looking for

  5. The actions list will filter automatically based on what you put in the search bar