Filtering and sorting Actions in the table

When to use the table

The table is the default layout for the Actions list, and it's the right one to reach for whenever you want to:

• Find a particular Action out of a long list by filtering or sorting
• Compare priority, status, or due dates across many Actions at once
• Sort by the most urgent items to decide what to pick up first
• Clean up the list by bulk-deleting Actions you no longer need

Switch to it from the layout toggle in the top-right by clicking Table. Your browser remembers the choice for next time.

What you'll see

The table lays each Action out as a row with these columns:

• # — the Action number, linked to the detail page
• Title — what the Action is about
• Type — the type your company set up (Snag, RFI, Defect, and so on)
• Priority — a coloured dot with the label: Low, Medium, High, or Critical
• Status — a coloured badge so you can spot Open, In Progress, Resolved, Closed, or Rejected at a glance
• Assigned To — avatars of the people handling it, with a "+N" badge if there are more than three
• Description — a truncated snippet so you can scan without opening the Action
• Due Date — the deadline, if one's been set
• Created At — when the Action was raised

The Project column is hidden when you're already inside a project (it would be redundant) and shown on the company-wide list.

Click any column header to sort the rows. The Priority column sorts from Critical down to Low rather than alphabetically, so the most urgent items rise to the top.

Filtering the list

The filter bar above the table has five filters, each a multi-select so you can combine them:

• Project — only shown on the company-wide list
• Status — pick one or more of the five statuses to narrow the list
• Priority — pick one or more of Low, Medium, High, or Critical
• Type — pick from the Action types your company has set up
• Assigned To — pick one or more employees to see their workload

There's also a search box above the filters that matches against the title, description, Action number, status, priority, type, and project name all at once — handy when you half-remember an Action but can't remember which filter to apply.

Selecting and bulk-deleting

To remove several Actions in one go, tick the checkboxes at the start of each row.

1. 1

   Tick the checkbox on the left of each row you want to remove. To select every row on the current page, tick the checkbox in the column header.

2. 2

   A toolbar appears above the table showing a delete button.

3. 3

   Click Delete and confirm. The selected Actions, along with their attachments, comments, and links, are removed.

Bulk delete can't be undone, so make sure you have the right rows selected before you confirm.

Real-world examples

A few situations where the table earns its keep:

• Monday morning catch-up — filter by Open and In Progress, sort by priority, and see what your team should pick up this week
• Chasing the critical stuff — filter by Critical priority to see every stop-the-job issue across the project
• Checking someone's workload — filter by a specific employee under Assigned To to see everything on their plate
• Clearing the backlog — filter by Rejected and bulk-delete anything that's been confirmed as not actionable

Next steps

• Kanban view — for dragging cards between statuses instead of editing rows.
• Types and priorities — for how the type and priority filters are set up.
• Bulk-creating from a photo or PDF — for raising many Actions at once from a marked-up image.