Solved

How do I set up the activities on my dashboard to only show today or old tasks not future ones

Posted on 2014-12-27
2
128 Views
Last Modified: 2014-12-28
I need to default the Activity section of my Dashboard to only show activities that are either past due or for today, don't want to see future activities until they are due.
0
Comment
Question by:foxhelp
2 Comments
 
LVL 29

Accepted Solution

by:
Feridun Kadir earned 500 total points
ID: 40520238
The first thing to do is to create a new view for overdue activities.

When you look at the date options in Advanced Find you won't see criteria for overdue, so as a workaround use Last x Years and set x to 99 (or similar) and add a second clause of Due Date Today and then use an OR on both lines.

Then add another clause (outside the OR), Activity Status Equals Open.

The query should return all activities that have a due date which is today or in the past.  

You might want to add another clause, Owner Equals Current User if you only want overdue activities for the person running the view.

Having got the view working, then edit the dashboard and set the default view for the Activity section to the new view.
0
 

Author Closing Comment

by:foxhelp
ID: 40520706
Thank you so much.  That worked....
0

Featured Post

Live: Real-Time Solutions, Start Here

Receive instant 1:1 support from technology experts, using our real-time conversation and whiteboard interface. Your first 5 minutes are always free.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

Title # Comments Views Activity
Microsoft Dynamic CRM online calendar and contacts sync issue 4 107
DB Server Slow down in AX 11 71
Can Dynamics GP 2015 be used with vmWare? 5 141
Hide vba in gp 7 94
This is a walkthrough guide I wrote whilst upgrading my on-premise MS Dynamics CRM 3.0 deployment to 4.0. This covers the actual installation of the product to a working level for my system, I ran into a lot of issues that the steps below fixed so h…
For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
This video shows how to use Hyena, from SystemTools Software, to bulk import 100 user accounts from an external text file. View in 1080p for best video quality.
Although Jacob Bernoulli (1654-1705) has been credited as the creator of "Binomial Distribution Table", Gottfried Leibniz (1646-1716) did his dissertation on the subject in 1666; Leibniz you may recall is the co-inventor of "Calculus" and beat Isaac…

776 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question