Search for "filters" yielded 201 results
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Everything - All Active Tasks Filtering
Click the filters button in the top right to open the advanced filters pane and access additional filter options.
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Filtering - Shortcuts
Within Teamwork.com, you can use shortcuts when creating new filters across your site. In any area where you can enter a search term such as the keyword option, you can use these shortcuts.
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Customizing Your Dashboards
Project budgets Tasks breakdown ✔ Available on paid subscriptions Task list burndown ✔ Available on Deliver, Grow, and Scale subscriptions 1 Projects In the Projects tab, you can filter the source projects
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Enabling Comments at Project Level
In the comments section, you can view all comments on the project and see which project item the comments were added to, such as: Tasks Milestones Files Notebooks Links Note: This setting does not control
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Sharing an Unsaved Filter at Project Level
You can share filters for most aspects of your project such as tasks, milestones, messages, files, time, notebooks, risks, links and comments.
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Sharing an Unsaved Filter at Site Level
When you share a filter, all selected users will receive an email with a link to the filter which when clicked will open their Teamwork.com site on the page with the filter applied.
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Categories
📝 Filters affect these numbers, so if you're looking at active projects, the project categories will filter to show how many active projects are in each category.
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My Projects Filtering
Click the filters button in the top right to open the filters pane. Keyword Filter your list of projects by a particular word or phrase. Tags Filter the projects based on one or multiple tags.
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Viewing Active Tasks Across All Projects
You can filter the tasks listed here, by: Start or due within a particular period People they are assigned to Tags on the tasks Whether the tasks were assigned by you, anyone, or whether you are following
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Files
Files attached to any and all project items will be shown in the files area of the project. To view all files on a project, select Files from the project tabs.
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Sorting Files by Date
Within Teamwork.com, you can sort files by date at individual project level and in the site-level Everything area.
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View, Edit, and, Delete Portfolio Boards
Portfolio board filtering Use filters to refine what you currently see on a board. Filter Outcome Keyword Show projects whose names match the search term.
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Project Filtering - Comments
Within Teamwork.com, you can filter the comments that have been posted by users to your project. Click the filters button in the top right to open the advanced filters pane.
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Deleting Files
Note: The ability to delete files requires you to have the project permission to add files. Click the More option in the main navigation menu and select Everything from the pop-out menu.
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Uploading Files in the Files Area
Within Teamwork.com, you can upload files to your projects for your team to access. To upload files directly through the Files area of your project, click the Upload button in the top right.
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Viewing Files Across All Projects
To view all Files, click the More option in the main navigation menu on the left of your site and select Everything . In the Everything area, select the Files tab from the horizontal menu.
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Managing Multiple Files
Moving or copying files Once you have selected some files, click the Move or Copy button. In the copy/move modal, you will be able to choose whether you want to copy or move the files.
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Setting and Editing Privacy on Files
You can set privacy on files when first uploading them to your project or when editing an existing file.
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Moving or Copying Files
Go to the Files area of your project and hover over the relevant file to reveal the additional file options.
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Adding Files via Email
Within Teamwork.com, you can add files directly to your projects via email. Note: Any project members with the project permission to Add Files can use the post via email feature.
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Manage Files on Tasks
✔ Available on all subscriptions What Attach files to tasks, view existing files on tasks, and manage files attached to tasks.
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Working with SharePoint Files in Your Projects
Linking files from SharePoint Go to a project's Files area of the project. Click the File Integrations button in the top right. Select SharePoint from the dropdown menu.
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Using Filters in Reports
Advanced filters Clicking the filters option in the top right of each report will open an advanced filters dropdown allowing you to further refine your report.
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Linking Files from Integrated Storage Accounts to Your Projects
They will also be able to add files from that folder to your files area for commenting on, categorising, tagging and attaching to tasks or messages, just like files you have uploaded directly.
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Tags
✔ Tags are available on all subscriptions ✔ Project specific tags are available on Grow and Scale subscriptions 1 Within Teamwork.com, tags are a way to mark items so that you can use a filter to see just