ActionView: Get a Handle on All of Your "To Do's"

The ActionView is a global list of all of your To Do's across tasks, appointments, deferred messages, and flagged Inbox messages.  Select it from the ClearContext Inbox menu (ClearContext > Tools > ActionView).

 

Access the ActionView via the ClearContext menu in the Inbox.  It displays an aggregate list of all of your To Do's - regardless of item type and location - color-coded by conversation priority. Tasks, appointments, delegated tasks, deferred messages, and flagged Inbox messages all appear and can be sorted by date, title, status, category, and Project. Double clicking an item in the ActionView will open it, or you can click the Open Item button at the bottom of the window.  Clicking the checkbox next to an item will mark it complete.

Clicking the yellow information bar at the Project of the ActionView will open up the following filtering options:

• Time/Date: ActionView has six preset date ranges for filtering your to do list. For example, select Through Today to see all of your To Do's due today or earlier. Select Custom and input the specific date range that you want to view.
• Conversation Project: Select the Project you would like to view. All items with that project assigned will appear in the ActionView. Click "Show Sub-Projects" to also show items that are assigned sub-projects of your chosen Conversation (i.e. items assigned project "Work/Administration" would appear for data filtered on "Work.")
• Category: As above choose a specific category you would like to filter on.
• Type: Toggle the click boxes to filter on various item types - Tasks, Appointments, Deferred Messages, and/or Flagged Inbox Messages.

Create saved filters for frequently used searches:

1. Configure the filtering options as you would like
2. Type a filter name where it says <ENTER FILTER NAME>.
3. Click Save Filter.

To use the newly created filter, select it from the drop down list box and click Load Filter. To create a default filter that loads every time the ActionView is opened, set the filter options desired and click the Make Default button. A new filter named <DEFAULT> will be created. Once created, this filter can be edited and saved much like any other filter.

In the bottom right hand corner of the ActionView there are two additional options. By default, ActionView hides completed items. Click Show Completed to see items that you have previously marked as complete. Color Options brings up a dialog for changing the color-coding of items by date.

By default, the Inbox toolbar does not include the ActionView button.  You can add it to the toolbar via toolbar customization.