Filters

Filters allow you to customize your display and view only certain tasks according to various selection criteria.

They are available in the project views (WhatWhen and Who) and in the multi-project views (ScheduleGantt, and Calendars).

Click the “+ Filter” mceclip0.png icon at the top right, under the user drop-down menu. You then have access to the filters available to view your projects as you wish. You can select multiple filters to refine your view.

Filters in project views (What, When, and Who)

The filters available to you are:

  • Filter by member: choose one or more project member(s) or tasks without member (no member assigned to the task) or with member(s) (at least one member assigned)
  • Filter by smart-tags: display the tasks assigned to members of a smart-tag
  • Filter by status: not completed, completed, late (whose end date has passed), In time (today’s date is comprised between start and end dates, To come (whose start date has not yet passed), scheduled, not scheduled, milestone, not milestone
  • Filter by label: one of the labels used in the project, without label or with label(s)

Note 1: filters are saved when you navigate from one view to another, or when you quit the project and then come back to it.

Filters in project views (Schedule, Gantt, and Calendars)

When you arrive in one of the multi-project views, you will be asked to select one or more projects to display (if no project is selected). This allows you to have a more efficient display. You can then modify this selection with the filters.

  • Filter by project: choose one or more project(s) to display
  • Filter by member: choose one or more member(s)
  • Filter by smart-tags: display the tasks assigned to members of a smart-tag
  • Filter by status: not completed, completed, late (whose end date has passed), In time, To come (whose start date has not yet passed), scheduled, not scheduled, milestone, not milestone

Note 2: the filters are saved when you navigate from one view to another, or when you exit multi-project mode and then return to it.

General note 1: when you select several filters, they are cumulative or combined according to their category.

General Note 2: If you don’t see some tasks you just created, check the selected filters, they might be blocking some tasks from showing.

Next article

Presentation mode