Available on all Teamwork.com plans.
Feature overview
What
You can filter and refine non-task items in the Everything area to focus on specific results across projects. Depending on the tab you are using, such as Comments, Messages, Milestones, Risks, Proofs, Forms, or Budgets, you can use filtering and sorting controls to narrow the items shown.
Why
  • Reduce large cross-project result sets to the items that matter most.
  • Find specific records, updates, approvals, or submissions more quickly.
  • Review information across projects without opening each project individually.
Who
  • Users who can access the Everything area and the related item types in Teamwork.com.
Your permissions determine which items appear in the Everything area and which filtering options are available.
When
Use filters when you want a more focused cross-project view of comments, messages, milestones, risks, proofs, forms, budgets, or other supporting items.
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Before you start

Many non-task tabs in the Everything area include filtering, sorting, or similar controls to help you refine the items shown. The exact options vary depending on the type of item you are viewing.

Use filtering when you want to narrow results by criteria such as project, creator, date, keyword, or other item-specific details.

Filter and refine results

Open the relevant tab

  1. Select Everything in Teamwork.com's main navigation menu.
  2. Choose the tab that matches the type of item you want to review, such as Comments, Messages, Milestones, Risks, Proofs, Forms, or Budgets.

Apply filters

  1. Click the Filter button in the selected view's top right.
  2. Choose one or more filter options, such as keyword, project, creator, date, or other available fields.
  3. Apply the selected criteria to narrow the results.
  4. Combine filters when needed to create a more focused view.

The results update based on the filters you apply, helping you focus on a smaller set of relevant items across projects.

Understand filter options

Most non-task filtering in the Everything area follows the same general pattern, even though the exact fields differ by tab.

Common filter types can include:
  • Keyword or text: Search for items that match specific words or phrases.
  • Project: Limit results to one or more projects.
  • Creator or author: Focus on items created or posted by specific people.
  • Date: Narrow results using created, added, or other date-based filters.
  • Item-specific fields: Some tabs include filters that are specific to the item type you are viewing.

Sort and review results

Many Everything tabs also include sorting controls that let you review results in a more useful order, such as by date, name, project, or another relevant field.

Use sorting together with filters when you need to both narrow the items shown and review them in a more meaningful order.

Save or reuse filters

If saved filters are available for the item type you are viewing, you can save commonly used filter combinations and return to them later.

Saved filters can be useful when you frequently review the same type of cross-project results, such as recent messages, project-specific forms, or items created by a specific person.

Best practices

  • Start with the broadest filter: Begin with a high-level filter such as project, keyword, or date before adding more criteria.
  • Combine filters carefully: Add multiple filters only when you need a narrower result set, since too many filters can remove relevant items.
  • Use sorting after filtering: Sort filtered results to review the remaining items in the most helpful order.
  • Save useful combinations: Save filters you use often so you can return to the same view more quickly.