Within Teamwork, you can filter milestones for a particular person.

Go to the People section of your site and select the person you want to view. From their profile, select the Milestones tab.

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In the Milestones section, click the filters button in the top right to open the filters pane.

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Keyword

You can use this to filter your results down to the search term entered.

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Date

When setting the date, you can choose to see results for when the task is due using the set time frames found within the dropdown.

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You can also choose to set a custom date range or a within the next_days option where you can set a day interval to filter between.

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Tags

You can choose to filter tasks by the tags associated with them. You can apply more than one tag when filtering results.

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You can filter any results that include one or more matching tags. Alternatively, you can select the Match all tags option which will then only return results which include all selected tags.

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Followers

Filter based on which user or users are following a particular milestone.

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Created By

Filter based on milestones created by particular users.

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You also have the option here to include items from deleted users.

  • When this is selected, deleted users will then appear in the Created By dropdown.



Status

When using status, you can choose to filter based on whether the milestone is incomplete, upcoming, late or completed. You can also view all milestones regardless of status.

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Options

In the milestones area, you can also choose to show private milestones, attached task lists, the percentage completed for the milestone. You can also include or exclude milestones assigned to companies or teams.

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You can also drag and drop the various areas of the filter to change the layout to your liking.

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Saving filters

You can choose to save any filter you have created for use at a later time. This will then appear within the Saved Filters section of filter right pane.

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You can also change quickly between saved filters by clicking on the filter name to the top of the page. For example.

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Note: Only users on paid subscriptions can save filters.

For more information, see: Filtering