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Favorite filters and other

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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.

overview-filter-icon.pngfilter-columns.pngfilter-options.png

Available column data types to filter

You can filter the following column data types:

Column data type

Field

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 - Add columns to enable the use of their values for filtering.

Combine filters

You can combine filters using more than one column value (only boxes that meet all selected conditions are shown). 

Favorites 

The App allows users to add Boxes to their favorites, regardless of their security role. There are three ways to add a Box to your favorites:

app element

preview

Overview module (hierarchy mode)

overview-favourites.png

Overview module (Kanban mode)

overview-kanban-facourites copy.png

Box switcher

overview-drop-down-list.png

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