Favorite filters and other

Contents: 1 Overview module 1.1 Filter by (columns) 1.2 Favorites 2 Gantt module 2.1 Filter by (columns) 3 Resources module 3.1 Filter by (columns)

Contents: 1 Overview module 1.1 Filter by (columns) 1.2 Favorites 2 Gantt module 2.1 Filter by (columns) 3 Resources module 3.1 Filter by (columns)

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.

The filtering option highlighted in the Overview module

The chosen filtering conditions are displayed

Available column data types to filter

You can filter the following column data types:

Column data type	Field

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

app element	preview
Overview module (hierarchy mode)
Overview module (Kanban mode)
Box switcher

Gantt module

This option is available in the Cloud version only.

Filter by (columns)

You can filter tasks by the built-in column properties (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.

Resources module

This option is available in the Cloud version only.

Filter by (columns)

You can filter tasks by the built-in column properties (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.