Groove Actions Table with Saved Views

The Action Table with Saved Views and Filters is designed to optimize Groove’s workflows for high-volume sellers and other critical revenue-generating roles. This feature allows for highly configurable features, including personalized views, advanced filters, and sorting. 

Click here for a video tutorial.

Use Cases

• Filter and sort tasks by priority and due dates.

• Customize workflow views for prospecting styles and individual efficiency.

• Group and identify tasks by account or opportunity.

• Monitor completion status and manage personal workload.

Using the Actions Table

1. Open the Actions Table from Actions in the nav.

    

   Note: The new Action Table shows Actions assigned to you as well as Actions which you have assigned to others:

    

    

3. System views (My Actions, Assigned to Others, Outbox, Failed, and Completed) offer standard layouts. You cannot delete or rename these standard views:

4. To create a new view, click "New View" at the top right.

5. Name your view and toggle on the columns you'd like to add to the table. Click Save.

6. Once you save your view, you can always find your view under the recent views section, using the drop-down at the top left of the actions table.

8. Any changes to your view are marked with an orange badge marked "Unsaved." Click the save button on the right section of the actions table to save your changes.

9. To rename or delete a view, click the menu (...) at the top right and select Rename view or Delete. You can also reconfigure a view's columns from this menu.

10. To filter your columns, click the filter button within the Actions Table and select any filter:

11. Sorting is available on any visible column (ascending/descending):

12. You can also drag and drop columns to rearrange them. Click and hold the column title cell and drag left or right to change its order.