Within Teamwork.com, you can filter the projects
that are displayed in the projects list
view.
To view the projects list, select the Projects option from the main navigation menu.
Click the filters button in the
top right to open the filter options.
A dropdown will open where you can apply
a range of
different filters to your projects
list.
Click any
of the dropdown fields in this
menu to
apply specific tags, project
owners, health, and companies.
- Note: Sites on
Premium/Grow
subscriptions and above can also
filter by project custom
fields.
Tags
Click
the Tags option
to open an additional dropdown
where you can search and select
one or multiple tags to
apply.
Using
the Exclude
Tags option, you
can also select one or
multiple tags whose projects
you do not want to
display.
Company
Filter the list to only
include projects
associated with certain
companies.
Custom
Fields
Users
on per-user
Premium/Grow
subscription
plan
and
above
will
also
have
the
ability
to filter
projects
by
custom
fields.
When
you
click
the Custom
Fields option
in
the
filters
menu,
an
additional
pop-up
will
open.
Using
the
first
dropdown,
you
can
toggle
between
any
existing
project
custom
fields
on
your
site.
Once
a
custom
field
is
selected,
you
can
set
the
match
criteria
and
corresponding
field
value.
The Add
filter option at the bottom of
the modal allows you to add additional custom
field filters.
Click Apply
filter to add your custom field
selection to the currently applied
filter.
Options
Additional options to filter
the projects list to:
- Hide projects where I'm an
observer
- Show starred projects
only
Clearing filters
Click Clear all to remove
all currently applied filter
options in the projects list view.
Saving filters
Use the Save
Filter button to save the
filtered view you are currently
using.
Note: Only users on paid subscriptions
can save filters.
You can also access your
existing saved
filters via the Saved
filters button in the bottom
left.
The Saved
filters view will list any
existing saved filters for the view along
with some suggested filter options.
You can also access additional options for your custom saved filters by clicking the three dots to the right of the filter.
These options include:
- Edit details - update the filter name, description, and whether sorting is included.
- Copy to clipboard - copy a link to the saved filter which you can then share with other users on your site.
- Delete - delete the filter.
For more information, see: Projects List View