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How to Sort Activated Checklist Instances on the Dashboard
How to Sort Activated Checklist Instances on the Dashboard

Instructions for sorting the list of checklist instances in the Processes I'm In section

Dan Sargeant avatar
Written by Dan Sargeant
Updated over 5 months ago

You can use the Sort function to quickly locate a specific Activated Checklist Instance from the list in the Processes I'm In section of your dashboard.

  • To begin, click the View All link in the bottom right corner of the Processes I'm In tab on the dashboard.

  • Click the sort icon to the top right of the list to open the search box. (the one that looks like a list with an arrow)

  • Choose the sorting method you would like to apply. Choices include:

    • Date started, newest first

    • Date started, oldest first

    • Instance title

    • Procedure title

  • All Activated Checklist Instances will be sorted according to the chosen criteria.

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