Filtering the Agenda and viewing colleagues' diaries

Filters let you choose whose diary you see and which kinds of appointment appear.

1. On the Agenda tab, tap the filter icon at the top.
2. Make your choices in the Filters sheet.
3. Tap Apply. Nothing changes until you do.

Using a saved view

Under Saved View, tap a view to fill in its appointment types, statuses and people in one go. Then tap Apply.

Saved views are your own. You create them in Loop on your computer: in the diary, use Create New Saved Diary. Pocket can use them, but can't create or change them. If you don't have any, you'll see No Saved Views.

Choosing whose diary to see

Under Team, each team at your agency has its own row.

• Tick a team to include everyone in it.
• Tap a team's row to open it and pick individual colleagues. Selected colleagues have an orange border.

You can pick colleagues from any team, not just your own.

How this works with My Agenda and Team Agenda

The My Agenda / Team Agenda toggle and the filters share one list of people.

• Filters starts with whoever the toggle is showing, and anyone you pick is added to them. For example, with My Agenda on, picking a colleague shows your diary and theirs.
• Once you've picked people in Filters, neither My Agenda nor Team Agenda is highlighted.
• Tapping My Agenda or Team Agenda again replaces the people you picked in Filters.

Choosing appointment types

Under Appointment Type, choose which kinds of appointment to show:

• Sales Appraisal
• Sales Viewings
• Lettings Appraisals
• Lettings Viewings
• Lettings Inspections
• Tasks
• Calls
• Meetings
• External Events

Custom appointments: your agency's custom appointment types are listed too, but ticking them doesn't change what's shown yet. If you tick any of the types above, custom appointments are hidden. To see custom appointments, leave all appointment types unticked.

Hiding appointments by status

Under Appointment Status, you can switch on:

• Hide Unconfirmed Viewings
• Hide Unaccompanied Viewings
• Hide Done Activity

Clearing filters

Each section has its own Reset link. The Reset next to Saved View clears everything, including any colleagues you've picked. To go back to your own diary, tap My Agenda.

Good to know

• The dots under the days in the calendar follow your filters. A day without a dot has nothing that matches.
• Filters apply to the Agenda only. Now & Next always shows your own appointments.

Related articles

• Using the Agenda
• Using Now & Next