How to use Focus mode
The Focus mode allows you to customize your Action Stream so you can stay focused on the tasks at hand for any given day.
In this article you'll learn how to: | ||
Enable Focus Mode | Hide contacts without actions | |
Show upcoming contacts |
Hide contacts with overdue actions | |
Apply a saved filter |
How to enable Focus Mode
- 1
- To turn on → select the Focus icon to the top right of your Action Stream. It will display orange when enabled. To disable simply click the icon again.
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- 2
- To customize → click edit (pencil icon) → select which setting/s you wish to configure.
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- 1
- Easily hide contacts that do not have any actions associated with them. Your Action Stream will only display contacts with actions when Focus Mode is enabled.
- 2
- Select edit (pencil icon) → click Hide contacts without actions → Save & run.
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- 1
- You have the option to focus on a certain number of upcoming contacts; 1 day, 3 days, 1 week, 5 / 10 / 20 or you can select not to show any.
- 2
- Select edit (pencil icon) → Show upcoming contacts (select timeframe from the drop-down) → Save & run.
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- 1
- Hide those contacts with actions that are overdue so you can focus on the actions that are due today or the immediate future. Note: This setting will be automatically disabled after 12 AM.
- 2
- Select edit (pencil icon) → Hide contacts with overdue actions → Save & run.
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- 1
- If you have custom filters set up, you can easily customize your Focus Mode to show only these contacts which match this filter. Note: This setting will be automatically disabled after 12 AM.
- 2
- Select edit (pencil icon) → Apply a saved filter → Save & run.
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- The Focus Mode will only customize your Action Stream.
- The Focus Mode is a direct replacement of the upcoming bar.
Hide contacts without actions
Show upcoming contacts
Hide contacts with overdue actions
Apply a saved filter
NOTES