Using views and filters

Managing tasks efficiently requires quick access to relevant information. Beenia’s views and filters help you organize and navigate your activities effortlessly, ensuring that you always focus on what matters most.

Saved Views for Efficiency

Instead of repeatedly setting up the same filters, you can save custom views for quick access. Whether you need a daily priority list, pending approvals, or high-priority deadlines, simply apply your preferred filters and save the view for future use. This allows you to switch between different perspectives with a single click.

Filtering Activities to Stay Focused

Filters let you narrow down your activity list based on specific criteria, such as:

• Due date – See tasks due today, this week, or overdue.
• Assignee – View activities assigned to yourself or a specific team member.
• Status – Focus on open tasks, in-progress work, or completed activities.
• Goal Association – Check which activities contribute to a specific goal.
• Tags & Custom Fields – Find tasks based on predefined labels or personalized fields.

Applying and Adjusting Filters

‍You can apply filters dynamically, ensuring that your workspace updates in real time. For example, setting a "Today" filter ensures that each day, only the tasks due on that date will appear. If you frequently switch between different task types, adjusting filters on the go keeps your view tailored to your needs.

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Collaborating with Shared Views

‍Saved views can be shared with teammates, ensuring consistent organization across the team. If your department works with specific workflow stages, everyone can access the same filtered list, keeping work aligned and reducing confusion.

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Personalized Organization

‍Every user can customize their views to match their workflow. Whether you prefer a list view, board view, or detailed breakdown, Beenia adapts to your needs. Combined with filters, you can create a workspace that enhances productivity and streamlines collaboration.Mastering views and filters in Beenia means less time searching for tasks and more time getting work done. Start using them today to keep your workflow clear and structured!