Filters

The filter options on the Checklist tab will allow a user to drill down the specific items they are responsible for, or other data points of interest when completing the close. Select one, or a combination of filters:

Filter Options include the following:

Checklist Search - Search your checklist by Assignee, Description or Folder.  Note that you can search multiple data sets by using a comma or space (, ) to split search items.

What Should I Do Next? - All checklist items assigned to you that are still open, sorted by due date.

Assigned to me - All checklist items assigned to the user who is logged in will appear, regardless of completed status

To be Prepared - All checklist items that are ready to be prepared.

Ready for Review - All checklist items that are ready to be reviewed.

Late - All checklist items that are past due.

Incomplete - All checklist items that are still open, sorted by due date.

Due Today - All items due on the current calendar date.

Note: If you see a letter "D" next to the assignee and the name is  grayed  out, that indicates the user was deactivated from FloQast. You may see this on assignees or on the  sign-offs  in the completed column.