Within Teamwork, you can filter projects by their associated custom fields allowing you to easily view the projects important to you.
In order to filter by custom fields at project level, you must first have created custom fields for your projects.
Note: Custom fields are available on the per-user Premium subscription plan and above.
Project level custom field filters are available from the Projects area of your site, in List view.
Click the filters button in the top right to open the filters pane.
If there are no existing custom fields available, you will be prompted to create one via the Create a custom field option within the filters pane.
Note: Only site administrators or users with permission to manage custom fields can create and manage custom fields.
To add a custom field filter to your filter, click the + Add Custom Field Filter option.
Depending on the custom field type chosen, the filter options will vary.
- Text fields will allow you to filter by:
- Contains, matches, starts with, ends with, doesn't contain.
- Whole number fields will enable you to search by:
- Equals, less than, greater than, within range.
- Dropdown field type will provide the following options:
- Equals, matches any of, matches none of.
You can then enter text or numbers into the search field to filter your results by.
It is possible to add additional custom field filters to your search by selecting the + Add Custom Field Filter option below your current selection.
For more information, see: Using Project Custom Fields