View queries (the Query dashboard)

To keep track of your progress and contacts' progress on queries, you can go to the Query Dashboard page. The dashboard features a list of the visible queries in the engagement file. It consists of the following columns:

To access the Query Dashboard in your engagement file:

  1. Open the engagement file.

  2. Go to the Queries page.

A list of the available queries in the engagement file displays on the page. Select a column to sort the list by status, progress, due date, or alphabetically.

Note: Only visible queries display in the list. If a query is hidden due to visibility settings, it does not show in the Query Dashboard.

Query Dashboard