Filter by

Owned by Anna Ciepłota
Last updated: Nov 27, 2023
2 min read

Introduction

Filter data based on visible columns. Only boxes that match the criteria remain visible.

 

Steps

  1. Make sure that the columns you want to use have been added to the view

  2. Select the column

  3. Select the value (you can select multiple values)




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"

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 be able to use their values for filtering.

Combine filters

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

Only boxes that meet all criteria are displayed.

Clear filters

 

 

 

Availability

Overview module.

Roles

Any user can apply filters.