Cadence filters and saved views

Use filters to find active, paused, completed, and needs-attention cadence work.

5 min readUpdated June 2026

Open cadence filters

Open Cadences and use the filter bar above the instance or template list.

Video walkthrough placeholder showing a rep filtering cadences by status, owner, template, and saved view.
Video: Filter cadence work
Video walkthrough placeholder showing a rep filtering cadences by status, owner, template, and saved view.
Cadences page with filter chips for Needs you, Active, Paused, Completed, owner, template, and saved views.
Cadences page with filter chips for Needs you, Active, Paused, Completed, owner, template, and saved views.

Useful queues

  • Needs you: manual tasks, overdue steps, blocked steps, or approval-required items.
  • Paused: sequences waiting because a reply, meeting, or policy rule stopped automation.
  • Completed: records that finished the cadence without another active next step.
  • Templates: reusable cadence blueprints for admins and managers.

Save a view

  • Apply the filters you want.
  • Save the view with a clear name, such as My overdue buyer follow-up.
  • Use team views for managers and private views for individual rep queues.
Saved view menu on the Cadences page with a named filtered cadence queue ready to save.
Saved view menu on the Cadences page with a named filtered cadence queue ready to save.

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