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Contents:
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There are more filters to help you find your favorite Boxes or settings in a glimpse. You can find Favourite filters in different modules, such as the Overview, Gantt, and Risk modules, or module-specific filters in the Overview and Resources modules.
Overview module
In the Overview module, two additional filters are available (in addition to the standard cross-module filters).
Filter by (columns)
You can filter data using active columns.
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This allows you to, for example, filter boxes by budget (e.g. show projects that do not have any budget assigned yet), actual/estimated cost (e.g. show me projects with a cost is higher than 100 000), custom columns (e.g. "company name")
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Available column data types to filter
You can filter the following column data types:
Column data type | Field |
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Status | "Status" |
Number | e.g., "Actual Cost”, "Budget" |
Estimation | e.g., "Original Estimate (Tasks)", "Time Spent (Tasks)" |
Date | e.g., "Start Date”, "End Date”, "Created Date”, "Closed Date". |
String | e.g., "Period mode”, "Scope Type”, "Sequentiality”, and "Inactive For". |
User | "Leader" |
Entity Key | "ID" |
Built-in Icon | "Icon" |
Box Type Value | "Type" |
Time Tracking | "Time Tracking (Tasks)" |
Adjust available filtering options
Adjust a column view -
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Add columns to
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enable the use of their values for filtering.
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Combine filters
You can combine filters
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using more than one column value (only boxes that meet all selected conditions are shown).
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Favorites
The App allows users to add Boxes to their favorites, regardless of their security role.
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There are three ways to add a Box to your favorites:
app element | preview |
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Overview module (hierarchy mode) |  |
Overview |
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module (Kanban mode) |
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Box switcher |
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- In Kanban (the star next to the icon), you can use this filter in all modules via the Box switcher.
Table of contents
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Gantt module
Filter by (columns)
You can filter tasks by the properties of built-in column (not native external tool columns), regardless of the column view.
The available filtering option:
Actual Cost
Assignee
Baseline End date
Baseline Start date
Duration Calendar Days
Duration Working Days
End date
Estimated Cost
Milestone
Original Estimate
Progress
Remaining Estimate
Risk consequence
Risk probability
Scheduling mode
Start date
Status, Story points
Team
Time spent.
The filtering covers all the tas types: Jira issues, basic tasks, sprints versions etc.
Check the Concept of a field page for more information on built-in and native external tool fields.
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Resources module
Filter by (columns)
You can filter tasks by the properties of built-in column (not native external tool columns), regardless of the column view.
The available filtering option:
Actual Cost
Assignee
Baseline End date
Baseline Start date
Duration Calendar Days
Duration Working Days
End date
Estimated Cost
Milestone
Original Estimate
Progress
Remaining Estimate
Risk consequence
Risk probability
Scheduling mode
Start date
Status, Story points
Team
Time spent.
The filtering covers all the tas types: Jira issues, basic tasks, sprints versions etc.
Check the Concept of a field page for more information on built-in and native external tool fields.
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