AdvisorEngine CRM has a built-in view to allow you to see your own pending Actions, but you can view the pending Actions of other Users through the application of a few Grid Filters.

1. Navigate to the All Actions Workspace (Actions > All Actions from the Site Navigation Bar).
2. Use the Column Chooser to enable the following columns if they are not already available:
• Assigned to
• Action Required
• Complete
3. Use Column Filters to apply the following filters to the columns you added:
• Assigned to Is equal to the User you want to see the Actions for ¹.
• Action Required Is True.
• Complete Is False.

¹ User name is formatted as LastName, FirstName. If you have difficulty getting results, try using the Contains logic instead and entering a partial name.

If this is a view you intend to use often, be sure to save this as a Grid Template for future use.