Searching Within the Activity Plan

The ability to search in an Activity Plan lets you quickly find any Marketing Activity/Line Item you are looking for, without scrolling through the Activity Grid. You can easily search for an Activity using keywords or the Allocadia ID.

  1. On the Activities tab,  click on the Search bar above the Columns
    Tip: Search by keywords or Allocadia ID.
  2. Enter your search terms. As you enter your search terms, your Activities will automatically be sorted to display the marketing activities containing your keyword(s) or match the Allocadia ID
    Note: To clear your search terms, click the blue x button that appears in the Search bar.


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