Favorite / Filter by (Overview module)

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Favorite / Filter by (Overview module)

Favorite / Filter by - Overview module (old navigation)

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 filtering option

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)

Favourite projects marked with stars in the Overview module

Overview module (Kanban mode)

Favourite projects marked with stars in the Overview module

Box switcher

Favourite boxes marked in the box switcher

Favorite / Filter by - Overview module (new navigation)

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.

Screenshot of the Custom Filter option in the Overview module.

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)

Screenshot of adding boxes to favorite in the Overview module.

Overview module (Kanban mode)

Screenshot of adding boxes to favorite in the Kanban mode in the Overview module.

Box switcher

Screenshot of adding boxes to favorite in the box switcher.

 

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