Search and saved views

Search looks for a record by title, organisation or reference. Filters opens the additional controls. The button shows a count when additional filters are applied.

Available filter categories include:

• Module, when using All records.
• Responsible person, including your records or unassigned records.
• Date urgency.
• Review progress.
• Department and tag.
• Record source, including legacy samples.
• Needs attention: missing owner, missing open date, missing document, reminder needing review, or document awaiting approval.
• Due-from and due-until dates.

Use My deadlines as a quick owner filter. On a module page, Search all modules broadens the search. Clear filters when you want the wider set again.

Saved views

Open Saved views & calendar, then Save these filters. Give the applied filters a meaningful name, such as “My upcoming renewals” or “Insurance awaiting documents.” A saved view stores your filter selection; it is not a separate collection of records.

Saved views are personal. The underlying records remain governed by workspace access.

Record counts and pagination

The app retrieves up to 100 records on a dashboard page. If more match, pagination appears. Summary counts can cover all matches, while the five views display the records on the current page. One record can contribute multiple deadlines to Runway, Timeline and Calendar.

A single-page result no longer shows an unnecessary “Page 1 of 1” footer.

A repeatable team routine

Save a view for a department's upcoming deadlines or your own records needing attention. Clear filters when a record seems to be missing. Use Search all modules to broaden a search from a module page.

To share matching dates with another calendar, create a calendar subscription. A saved view is a personal shortcut; it is not a separate copy of the records.