How to view My/All Actions or other users' actions

You can easily view your own or other users’ actions across all TeamGuru documents (action lists, RPS, checklists, etc.) with an advanced filter.

Video guide (text instructions below):

View the actions

1. Open My/All Actions. Go to the Action Lists module and select My/All Actions from the submenu.

   

2. Select the people. Select the person(s) or user groups whose actions you want to view. You can narrow down the list of actions with the filters below the user name field: click the Show filters button.

   

   

   You can find more options when you click Advanced Filter.

   

3. Sort the actions. You can sort the actions by columns: simply click a column title.

   

4. Open the linked documents. Actions, source documents and the actions’ related documents have live links. Click a link to go directly to that document.

   

5. Export the actions. You can export your actions to an XLS or PDF file, and also view statistics.