This feature is for reviewing your actions. It is composed of five pre-defined tabs: Actions, Done, Do ASAP, Scheduled and Delegated. A counter indicates how many actions are selected within each tab. You can defined new Tabs or modified existing ones.
Each tab is divided horizontally into two parts. The top part contains the actions as per your selection in a table. When an action is selected, the bottom part will display the details of the action (action panel) and the project (project tree panel) it is in (if any). The navigation and functionality of the bottom half of the screen are the same as in the Review Projects screen.
Please note that all settings are kept when you exit the application, including the position of the panels separation bars (one setting for all tabs).
You can maintain these tabs under (need to add reference to appropriate help) Preferences/Action Screens:
For each Tab, you can decide which fields to display or not as a column in the table part. Click the list button (left corner button) and check or unchecked the fields in the Table Columns window accordingly.
By changing the layout on the screen, you can change:
For each Tab, you can change the filtering. Click the funnel button on the left corner. The Selection Filters window opens where you can:
When there is more than one filter, data relevant for all filters is displayed (corresponding to logical AND operation).
The Search filter allows you to enter a text. Once you press the Enter key, all actions which have the text
in their notes, description or delegated to fields are listed.
For the Status, Topic, Context or Criteria combos, All, Multiple values or a specific value can be selected.
Using the Done filter, you can either show all actions or only the ones which have to be done or only the ones
which have been completed.
The dates filters let you choose how far in the future or the past you want to review.
Refer to the Review Projects screen.