Within Teamwork, you can filter milestones for a particular person via their profile.
Go to the People section of your site and select the relevant user to view their profile.
In the Milestones section, click the filters button in the top right to open the filters pane.
You can use this to filter your results down to the search term entered.
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.
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.
You can choose to filter tasks by the tags associated with them. You can apply more than one tag when filtering results.
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.
Filter based on which user or users are following a particular milestone.
Filter based on milestones created by particular users.
- Checking the Include deleted users option will make deleted users available for selection in the Created By dropdown.
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.
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.
You can also drag and drop the various filter options to change the order.
You can choose to save a filter you have created for use at a later time. Once saved, it will appear in the Saved Filters section of the filters pane.
Clicking a saved filter will highlight it and apply it to the milestones view.
When a filter is active, you can also change quickly between saved filters by clicking the filter name at the top of the page.
Note: Saved filters are available on paid Teamwork subscriptions.
For more information, see: Filtering