Filtering Pending Notes

Feeling overwhelmed by that pending notes tab?  Well, here is how you can filter through all those notes to find the ones relevant to you:

• Open up the pending notes:
  • from your profile
  • from the org's profile - or -
  • from your learner's profile
• Select a note category
• Select the filter icon in the right-hand corner
• Select how you want to filter the notes:
  • Learner
  • Member
  • Title
  • Groups
  • Dates
• Note, you can filter by more than one category at a time and you can filter by multiple items from any category (ex: multiple members at a time).

Updated: 7/24/25