Click Events

Click Try our new Events experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Keywords

Enter the keyword. Click Enter.

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Keywords filter.

Click the desired option

It will display all Events based on your selection

NOTE: You can also combine some or all of the other filters together: Type, Team, Member, Event Date and Event.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Event you are searching for needs to match all of them. The Any filter will return all Events that belong to each individual filter. Click on All to switch between All / Any.

Click Events

Click Try our new Events experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Type

Select the desired Type. Select a single or multiple Types.

NOTE: If no Event Types are listed, you would need to create them first. See Create a New Event Type for more info.

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Type filter.

Click the desired option

It will display all Events based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Team, Member, Event Date and Event.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Event you are searching for needs to match all of them. The Any filter will return all Events that belong to each individual filter. Click on All to switch between All / Any.

Click Events

Click Try our new Events experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Team

Select the desired Team. Select a single or multiple Teams.

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Team filter.

Click the desired option

It will display all Events based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Member, Event Date and Event.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Event you are searching for needs to match all of them. The Any filter will return all Events that belong to each individual filter. Click on All to switch between All / Any.

Click Events

Click Try our new Events experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Member

Select the desired Member. Select a single or multiple Members.

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Member filter.

Click the desired option

It will display all Events based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Team, Event Date and Event.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Event you are searching for needs to match all of them. The Any filter will return all Events that belong to each individual filter. Click on All to switch between All / Any.

Click Events

Click Try our new Events experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Event Date

You can choose one of the available options

If you want to select a specific date, click Calendar and make your selection.

You can also use specific keywords for more options, such as:

You can also select a logic in which the items you are searching for are on, before or after the specified date. Click the Event Date filter.

Click the desired option

It will display all Events based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Team, Member and Event.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Event you are searching for needs to match all of them. The Any filter will return all Events that belong to each individual filter. Click on All to switch between All / Any.

Click Events

Click Try our new Events experience

If you have more than one Organization, you can select the desired one.

Click the + symbol

Select Event

Select the desired Event. Select a single or multiple Events.

Click outside of the selection box in the View area for the filter to be applied

You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Event filter.

Click the desired option

It will display all Events based on your selection

NOTE: You can also combine some or all of the other filters together: Keywords, Type, Team, Member and Event Date.

There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the Event you are searching for needs to match all of them. The Any filter will return all Events that belong to each individual filter. Click on All to switch between All / Any.

Click New Event

Follow steps 3-11 in Create an Event

Click Export Events

Click Start Export

Once the export is finished, click Download CSV. It will also be sent to you via email.

Click the Sort menu

Select the desired option

Click Import CSV

Download the sample CSV file

Populate it with the needed values. Not all columns are required. See sample above.
​NOTE: To get the IDs for some of the above columns, you would need to export the Events report and copy the IDs from there. To do that, see Data Export for more info.

Once your CSV file is ready for import, select the file.

Click Import Events

Your Events will be displayed

Select the desired filters

Click Save

Choose between New View and Replace Existing View. In this example, we will create a New View.

Type the desired Name for the View

If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

You can select more than one Owner. Owner is the one who has Edit permissions for the View.

You can select one or multiple members that you want to share this View with.

Click Save

The name of the View will be displayed. If you have more than one saved View, you can choose a different View by clicking on the grey arrow and selecting the desired View.

Click the current View

You can search by View name or hashtag
​NOTE: There are 3 types of hashtags:

Select the desired View

The hashtag is displayed for each View

Click the View

Click Share

Select the desired positions

You can allow the position to change the View

You can share the link directly to another member with copy/paste

Click Share. These positions will receive an email notification. They need to click the link in the email.

When the member clicks on Views, it will display the shared View.

Click the View

It will show the Owner's name, including the filters and Events.

If the View is modified, click Save.

Click Replace Existing View

Select the View to be replaced. The currently modified View is selected by default.

If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

You can remove existing Owners or add additional ones

You can share this View with other positions. They will received an email notification. They need to click the link in the email.

A Warning will be displayed that this change will affect everyone who can see this View

Click Save

Click the View

Click the gear icon

Click Edit

Type the desired Name for the View

If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

You can select more than one Owner. Owner is the one who has Edit permissions for the View

You can select one or multiple members that you want to share this View with.

If you don't need the View, you can delete it.

Click Save

Click the View

Click the gear icon

Click X

A confirmation window will pop up. Click OK.

Click the desired filter

Click Remove Filter

To remove all filters at once, click the New Search button.

Click Events

Click Try our new Events experience

Click the View

Click All Events. All Events will be displayed.

NOTE: To be able to handle all Events, you would need to have Manage Permissions for Events. See step 7 in Event permissions for more info.

Click New View Experience

You can leave your feedback

To open the help doc on Alert Views, click Views Help.

To switch back to the classic look of the Events page, click Back to Classic Experience.