✔  Available on all subscriptions

What
Filter the calendar to refine which events (as well as tasks and milestones) are shown.
Why
  • Streamline your calendar view.
  • Locate key events based on event type.
  • Display your tasks and milestones for a holistic view of your week.
Who
  • Site admins, standard users, and client users.
When
As a team lead, you want to see your "Review" meetings scheduled for the end of the quarter.
What
Filter the calendar to refine which events (as well as tasks and milestones) are shown.
Why
  • Streamline your calendar view.
  • Locate key events based on event type.
  • Display your tasks and milestones for a holistic view of your week.
Who
  • Site admins, standard users, and client users.
When
As a team lead, you want to see your "Review" meetings scheduled for the end of the quarter.

Filter the calendar


  1. Click the ... More option in the Teamwork.com navigation menu.
  2. Select Calendar from the dropdown. You might find Calendar pinned in the main navigation menu.
     
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  3. Click the filters button (Image Placeholder) in the top right to open the filters pane.
  4. Click an individual filter (options listed below), then select specific items related to that filter (ex. "Meeting" event types or your "Creative Requests" project).

    📝 Filters are automatically applied in the Calendar view as you select your options.

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Filter options

Filter
Purpose
Event name
Enter a search term to refine the events shown based on event names.
Event types
Show events based on their corresponding event type.
Project
Show events associated with certain projects.

⚠️ Private events associated with the selected projects are included, while private events associated with a company or user are not shown, when project filtering is applied.
User
Select one or multiple users to see events they are attending or which they created.

Show more options allows you to filter by team or company to view events, tasks, and milestones assigned directly to the team or company, as well as items assigned to their individual members.

Refine further by selecting Only show events these users are attending.
  • Tasks and milestones assigned to the selected users (or teams/companies where they are a member) are also shown.
Options
Choose whether to display tasks and milestones in the calendar.
  • Tasks can be shown either: only on their due date or spanning each day of the task's duration.
💡 When tasks are displayed, you can use drag and drop to adjust task dates.
Filter
Purpose
Event name
Enter a search term to refine the events shown based on event names.
Event types
Show events based on their corresponding event type.
Project
Show events associated with certain projects.

⚠️ Private events associated with the selected projects are included, while private events associated with a company or user are not shown, when project filtering is applied.
User
Select one or multiple users to see events they are attending or which they created.

Show more options allows you to filter by team or company to view events, tasks, and milestones assigned directly to the team or company, as well as items assigned to their individual members.

Refine further by selecting Only show events these users are attending.
  • Tasks and milestones assigned to the selected users (or teams/companies where they are a member) are also shown.
Options
Choose whether to display tasks and milestones in the calendar.
  • Tasks can be shown either: only on their due date or spanning each day of the task's duration.
💡 When tasks are displayed, you can use drag and drop to adjust task dates.

Manage filters

Action
Purpose
Reorder
Drag and drop the various filter options to reorder them within the filters pane.
Save a filter 1
Save a filter for use at a later time.

Access it from the Saved Filters tab of the filters pane whenever you need it. Click a saved filter name to apply it.

💡 Quickly change between saved filters by clicking the currently-applied filter name at the top of the calendar and selecting another.
Action
Purpose
Reorder
Drag and drop the various filter options to reorder them within the filters pane.
Save a filter 1
Save a filter for use at a later time.

Access it from the Saved Filters tab of the filters pane whenever you need it. Click a saved filter name to apply it.

💡 Quickly change between saved filters by clicking the currently-applied filter name at the top of the calendar and selecting another.

Best practices

  • Stay focused: Use the calendar for a birds eye view of your day or week so you always know what's on your agenda.
  • Save time: Create saved filters for custom views of the calendar you use regularly.

1. Available on paid subscriptions.