- 06 Aug 2024
- 2 minutes to read
Sorting and filtering performance activities
- Updated on 06 Aug 2024
- 2 minutes to read
When you are viewing performance activities about yourself or ones about others you can filter and sort the table to get the activities you need. More information on the ways you can filter and sort content can be found below.
Filtering activities
On both the Your activities tab and the various tabs where you play a role (e.g. As Manager), you can filter the activity list to find relevant activities. If you know the name of the activity, you can also search for the activity using the search bar.
You can filter by any combination of the following options, and you can quickly untick any selected filters by clicking Reset all.
Filter | Description | Notes |
---|---|---|
Type | Select an option to only show a specific activity type (or all types):
| - |
Your progress |
| - |
Activity status |
| Note that an activity will be listed as Incomplete if any responding participant has not yet completed the activity. |
Activity availability |
| - |
Sort by
You can sort activities by the following criteria:
- Most recent (default)
- Activity (a-z)
- Name (a-z)
- Job assignment (a-z)
- Due date (earliest)
Search
It is possible to search for performance activities from the Develop > Activities page using the search bar. You can search using a simple substring, such as the activity name or the activity subject's name.
Selecting an activity
Clicking the activity title will take you to the start of the activity. You can also click the arrow icon () to show the activity details.
When expanded you can see the date the subject instance was created, each of the sections (if enabled), the participants involved and the status of each participant instance (e.g. In progress or Complete). You can close the panel by clicking the arrow icon again or by clicking the cross in the top-right corner.
If the activity has multiple sections you can also jump straight to a specific section rather than starting from the beginning of the activity. To jump to a section simply click the section name in the expanded activity details panel.
If there is a section you are not participant in then you will not be able to jump to it using the section name link. You will however still see the section in the list where you can view the section details.
When answering questions you'll be able to see details about who your responses are visible to, and when they will become visible. This information will appear under the title of the section (for multi-section activities) and under the title of the activity (for single-section activities).
Next steps
Get involved in the conversation about Performance management in the Totara Community.
The Totara Academy also has courses dedicated to Totara Perform, including check-ins, appraisals, 360 feedback and competencies.
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