The Dashboard (formerly MyClerk) homepage has many filters that assist in locating content. This article will show you how to use the Dashboard homepage filters.
Important Notes
Items and approvals are sorted by the next upcoming meeting’s date first.
Tasks are sorted with the next upcoming task by the Task Due Date.
Instructions
Sign in to the system if you have not already
Ensure that you are viewing your Dashboard homepage:
Select your desired filters:
View: Narrow down who owns the items/approvals/tasks that are returned in the results list
Me: Content that belongs to the current user
Everyone: Content that belongs to all users
Department: Content that belongs to all users in a specific department
User: A dropdown that lets you choose one specific user to search, and more importantly, this allows you to access the ‘People I Back up’ selection, which shows you any pending approvals that you are a backup for
For: Filter content by all upcoming dates, the next 60 days, the next 30 days, a custom date range, all dates, or content with no agenda assigned
Show: Select or deselect options in the Show menu to include or remove results of that type from the filter
Items: Include or exclude items
Approvals: Include or exclude approvals
Tasks: Include or exclude tasks
Include Completed: Check this checkbox to include completed items/approvals/tasks in the filter search
Note:
Selected Show options appear as white buttons, while deselected Show options appear as gray buttons.
Click the Search button:
Filtered results will appear below the Show filters:
Click the Items, Approvals, or Tasks buttons to toggle the type of results displayed:
Only one type of result displays at a time
The Items, Approvals, and Tasks buttons are only visible if they’ve been selected as part of the Show filters