Within Teamwork, you can filter the projects associated with each company via the company's profile.
Go to the People area of your site and select the Companies tab.
Click the name of the relevant company in the list to open the company profile, then select the Projects subsection of the profile.
You will see a list of all the projects that the company is responsible for on your site.
Click the filters button in the top right of the projects list to open the advanced filters pane.
You can use this to filter your results down to the search term entered.
You can choose to filter projects by the tags associated with them. You can apply more than one tag when filtering results.
You can filter any results that include one or more matching tags. Alternatively, you can select the Match all tags option to return results that include all selected tags.
This allows you to filter based on the project status. You can choose one or multiple status' as well as viewing all projects regardless of status.
Filter the projects to ones with specific project owners.
You can also display projects with no project owner here.
You can choose to display projects based on the health of the project(s).
Set one or multiple custom field filters to show projects containing certain custom field values.
Note: Custom fields are available on per-user Premium subscription plans and above.
Filter the projects list further by showing starred projects only, hiding projects where you are an observer, or showing only projects where you are a member.
You can also drag and drop the various areas of the filter to change the layout.
Once one or multiple filter conditions have been selected, you will see a filter banner at the top of the projects list.
Once you have applied your filter preferences, you can choose to save the filter to use again. Select the Save Filter option at the bottom of the filters pane.
You can then select to apply one of your saved filters from the Saved Filters tab of the filters pane.
For the company projects area, you will also see some suggested filters you can utilize in the Saved Filters tab.
- All my projects - show all projects you are a member of
- My starred projects - show only projects you have starred
- Projects I own - show all projects where you are the project owner
Note: Only users on paid subscriptions can save filters.
For more information, see: Filtering