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Sort and Reorder Action Items
Sort and Reorder Action Items

How to group, sort, and filter your action items

Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

Action items in Fellow are set up to help you get stuff done! In both the action items panel and the action items page, you'll be able to group, sort and apply filters to your action items in ways that work best for you!

You'll see options to Group by, Sort, Filter. These are located

In the top right hand corner of the action items panel, right below the plus button

As three tabs across the top of the main Action Items page

In this article, we'll discuss what each of these are, and how they can help organize your action items.

Grouping

Groups are different categories for you to organize your action items in terms of Due Date, meeting notes/note series (i.e. the note where that action item was created), whatever works best for you (aka a Custom group), or None (no grouping).

For custom groups, any unsorted/ungrouped action item will be compiled in a main inbox and action items can be dragged between groups. These custom groups can be rearranged/reordered as well.

Sort

Within groups, you can also decide whether you would like your action items sorted in a Custom way, by Due Date or by Date Created.

This can help you prioritize what tasks need to be done first, and which ones would be ok to wait.

Filters

Besides groups and filters, you'll also have the option to Show completed action items and/or Show action items marked as won't do.


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