Topics include:

• Creating a custom filter
• Where to find your filters

Creating a custom filter
 

1. To create a custom filter, select Quick Filters from the upper left corner of Workbench and then select Create New Saved Filter.

 

2. Add a name for the filter, select if this is a shared filter or not, and add your criteria. Click Save to use this filter in the future.
 

Note: Shared filters will allow everyone using Essentials to be able to use the filter. Only the person who created it can edit or remove the filter.

 


 
Where to find your filters
 

From the Quick Filters list shown on the Workbench, click the edit icon next to the filter that needs to be updated or removed.


 

You will have the option to edit the criteria including the name of the filter, delete the filter, or even duplicate the filter. Once your changes are made, click Save.

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