Within Teamwork, you can share filters from site level areas such as the Everything section and the calendar, to a member of your team so that they can see the information you are seeing based on your applied filter, without having to save them.
At site level, you can share filters for:
- Portfolio (price plan dependent)
- Active Tasks
- Completed Tasks
- Templates (price plan dependent)
The filter options will vary depending on the item you are filtering.
Note: If you share a filter with a user who does not have access to the relevant area, they will not be able to view it.
Click the filters button in the top right of the area you are in to reveal the filters pane.
To share an unsaved filter, set your filter requirements first. You can then select the options button next to Unsaved Filter and choose share.
If you have a some filter options applied, you will also have an option to share in the options menu in the top right corner of the area.
Once you have chosen one of these sharing options, you will then be able to choose who you want to share the filter with, in the share filter modal.
There is also an option to copy to clipboard which allows you to share without the need to send an email.
Note: Only users on paid subscriptions will have options to share filters.
For more information, see: Sharing a Saved Filter