# Filtering records in My Inbox

Efficiently navigate through Unifize **Records** using filters and sorting in **My Inbox** to focus on the discussions and tasks most relevant to you.

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### Why filter **Records**?

As the number of records grows, filtering and sorting helps you:

* **Quickly locate specific records**
* **Focus on tasks assigned to you**
* **Monitor the status of ongoing processes**
* **Prioritize time-sensitive or high-priority work**

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### How to filter Records in My Inbox

1. **Access My Inbox**:
   * From the left-hand menu, click **My Inbox** to view all records relevant to you.
2. **Use Search and Filter Options**:
   * At the top of **My Inbox**, you’ll see a combination of search and quick-access filters.

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### Filter Options Available

You can apply any of the following filters directly from the toolbar:

* **Unread** – Show only unread records.
* **I Own** – View records assigned to you.
* **Everyone** – View records visible to everyone.
* **Cancelled** – Include cancelled records.
* **Archived** – Include archived records.

<figure><img src="https://3661566390-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJofjecEbyzuivtchBrHn%2Fuploads%2F3aCxmO0lbibcxFXpYVWd%2FFilter%20Section.png?alt=media&#x26;token=06dad913-a902-4147-974a-0f9bcd219340" alt=""><figcaption></figcaption></figure>

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### Sort Records

Click on the **Sort By** dropdown to organize records by key attributes. Available sort criteria include:

* **Date Updated** – Recent → Stale
* **Priority** – Critical → Low
* **Status** – Pending → Complete
* **Date Created** – Newest → Oldest
* **Due Date** – Due soon → Due later

Each sort type can be toggled between ascending and descending order.

📝 Click **Apply** to update your list based on the selected sort.

<figure><img src="https://3661566390-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJofjecEbyzuivtchBrHn%2Fuploads%2FjwVxHQErE2ToVPb5rpIp%2FSort%20by%20Section.png?alt=media&#x26;token=98566403-50b9-4871-b2e8-0d402817b0a5" alt=""><figcaption></figcaption></figure>

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### Filter by Status

Click on the **Status** filter to narrow down records by their progress stage:

* **Pending** – Includes all ongoing or active records.
* **Completed** – Shows records marked as complete.
* **Custom** – Allows selection of individual statuses for more control.

📝 After making your selection, click **Apply** to see filtered results.

<figure><img src="https://3661566390-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJofjecEbyzuivtchBrHn%2Fuploads%2F0V1u0meuu0R8L0ltPXfR%2FStatus%20Section.png?alt=media&#x26;token=f19ab6c8-5847-4816-be72-c196a003a0fa" alt=""><figcaption></figcaption></figure>

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### Examples of Effective Filtering

* **Track your tasks**: Use **I Own** + **Status: Pending** to view active records you're responsible for.
* **Follow up on CAPA processes**: Search “CAPA” and filter by **Status: Pending**.
* **Review team-wide activity**: Use **Everyone** + **Sort By: Date Updated (Recent → Stale)**.
* **Focus on urgent tasks**: Filter by **Priority: Critical → Low** + **Due Date: Due soon → Due later**.

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### Tips for Efficient Filtering

* **Stack filters**: Combine tags like **Unread + I Own + Pending** for highly targeted views.
* **Use keyword search with filters**: Refine your results further with the search bar.
* **Reset easily**: Clear filters by deselecting tags or refreshing the view.
* **Explore custom statuses**: For tailored workflow views, use the **Custom** option under **Status**.

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### Summary

By using the enhanced filtering and sorting options in **My Inbox**, you can:

* Stay focused on what’s important
* Minimize time spent looking for records
* Quickly adapt to changes in your workflow

<https://app.arcade.software/share/tI6JJv6LZDMu8OzgNjI3>

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By effectively using filters in **My Inbox**, you can streamline your workflow and ensure focus on the most important records and tasks within Unifize.