Calendars can fill up pretty quickly with tasks and events that have logged time, etc. To focus on what’s important to you, use one or more filters to get the events or tasks you are looking for and remove any other noise.
By default, the filters needed to perform a search on the calendar are not activated. You can find your Filter options on the left-hand side of the page.
When searching for a specific event, you can apply these filters to find a certain event. You can also search for a specific meeting by typing the 'meeting' in the "Search" field and clicking Enter on your keyboard.
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Search by the phrase - the search will be performed by the entered text phrase among all Calendar entries.
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Saved Filters - If you have saved filters, you can access them from this area.
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Search Options:
|
Filter Name |
Options |
Description |
|---|---|---|
|
Assignments |
|
Indicates the entries that were delegated by me to another user or assigned to me |
|
Start Date |
Selects the date and time range |
The entries of the selected start date are displayed. You can choose to see results from a set date range or you can choose a custom date range. |
|
Due (End) Date |
Selects the date and time range |
When setting the date, you will see results for when the task is due using the set time frames found within the drop-down.
You can choose to see results from a set date range or you can choose a custom date range.
|
|
Assigned To |
Users |
Indicates the assigned owner of a task. |
|
Category |
Category Name |
The entries of the selected category are displayed |
|
Type |
Event or Task |
Indicates the entry type; for example, Event or Task. |
|
Status |
Closed / Open |
The entries of the selected status are displayed |
|
Related Contact |
Contacts |
Indicates the entries that are related to the selected Contact |
|
Related Matter |
Matters |
Indicates the entries that are related to the selected Matter |
|
Contact Assignment |
Users |
Indicates the entries that are related to Contacts that have selected users assigned to those Contacts |
|
Matter Assignment |
Users |
Indicates the entries that are related to Matters that have selected users assigned to those Matters |
|
Created |
Selects the date and time range |
You can filter the tasks/events by date created, with a variety of date range options. |
|
Created By |
Users |
You can filter the tasks/events created by the user you selected |
|
Logged Time (min) |
Selects the time range (min) |
Indicates the entries that have logged time and match the search criteria "from-to" |
We hope this will help you to start using it smoothly. If you have any questions or feedback, please feel free to contact us via support@amberlo.io. We are always happy to hear from you!