How to Sort Data in Pronnel
In the fast-paced world of business, managing leads, tasks, and complaints efficiently is crucial. With Pronnel, you have the power to organize your data exactly the way you want. One essential feature to achieve this is the "Sort By" option. In this tutorial, we'll show you how to utilize this feature to sort items based on your preferences.
How to sort items
Step 1: Accessing the Sort By Feature
To get started, open Pronnel and navigate to your list of leads, tasks, or complaints. On the top-right corner of the screen, you'll find the "Sort By" button. Click on it to begin sorting your data.
Step 2: Default Sorting Options
Pronnel provides several default sorting options to make your data management more convenient. You can sort your items by the following criteria:
- Title
- Assignee
- Buckets
- Create Time
- Update Time
- Start Date
- End Date
- Last Comments
Step 3: Sorting in Ascending or Descending Order
For each of these sorting options, you have the flexibility to arrange your data in ascending or descending order. To change the order, click the arrow next to the sorting criteria. An upward-pointing arrow represents the ascending order, while a downward-pointing arrow indicates the descending orderChoose the one that suits your needs.
Step 4: Sorting by Custom Attributes
Pronnel allows you to sort by custom attributes you've configured for your specific process. If you have customized your workflow with unique attributes, these can be used for sorting as well.
Step 5: Using Sort By in Conjunction with Filters
To make your data management even more efficient, Pronnel lets you combine the "Sort By" feature with the filter options. Under the filter settings, you'll find the "Sort By" option.
This allows you to save your sorting selections and use them as quick filters later. For instance, if you frequently need to view tasks sorted by the assignee in descending order, you can save this filter for quick access.
Step 6: Quick Filters and Additional Resources
To delve deeper into the power of filters and quick filters in Pronnel, we recommend checking out our dedicated tutorial for Quick filters. These resources will help you harness the full potential of Pronnel's data management capabilities.
Conclusion:
In conclusion, the "Sort By" feature in Pronnel empowers you to organize your leads, tasks, and complaints in the exact order you prefer. Whether it's the default sorting options, custom attributes, or the seamless integration with filters, Pronnel provides a comprehensive solution for efficient data management. With these tools, you can stay on top of your workload and make informed decisions. Start using the "Sort By" feature today and take control of your data like never before.
FAQs -
How can I access the "Sort By" feature in Pronnel?
You can access the "Sort By" feature in Pronnel by clicking on the "Sort By" button located on the top-right corner of the screen when viewing your leads, tasks, or complaints.
What are the default sorting options available in Pronnel?
Pronnel offers default sorting options such as Title, Assignee, Buckets, Create Time, Update Time, Start Date, End Date, and Last Comments.
Can I sort my data in both ascending and descending orders for each criterion?
Yes, you can sort your data in ascending and descending orders. Click the arrow next to the sorting criteria to toggle between the options.
Can I sort my data using custom attributes in Pronnel?
Yes, Pronnel allows you to sort your data based on any custom attributes you have configured for your specific process.
How do I use the "Sort By" option with filters?
Under the filter options in Pronnel, you can find the "Sort By" option. This allows you to save your sorting preferences and use them as quick filters for future reference.
Can you explain the difference between filters and quick filters in Pronnel?
Filters in Pronnel allow you to narrow down your data based on specific criteria, while quick filters save your sorting selections for quick access, making data management more efficient.
Are there any tutorial videos available for additional guidance on using filters and quick filters?
Yes, you can find tutorials that provide more in-depth guidance on filters and quick filters in Pronnel.
What are the benefits of using the "Sort By" feature in Pronnel for data management?
The "Sort By" feature in Pronnel empowers you to organize and prioritize your data, helping you make informed decisions and stay on top of your workload.
Can I create multiple custom sorting configurations for different tasks?
Yes, you can save multiple sorting configurations as quick filters, allowing you to switch between different sorting preferences for various tasks.