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.