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Search for "filters" yielded 189 results

  • Create a Custom Report
    Step 2: Apply filters Further refine the report's data using filters. Click Add to the right of the Filters heading to open the filters menu.
  • Working with the Schedule People View (Legacy)
    Additional options in the top right of the Schedule area allow you to: Move between month, week, or day view Toggle to full screen view Add a new allocation or unavailable time to the schedule Access advanced filters
  • Tasks Board View (New)
    Tasks are automatically hidden once marked complete — use filters to show completed tasks in Board view.
  • Viewing Your Projects
    Filter options are also available via the filters button near the top right. Depending on your permissions, you will also have an option to create projects beside the filters button.
  • Viewing Messages Across All Projects
    Click the filter icon in the top right to access advanced filters for messages. Note : Ordinary users can edit or delete their message for up to 15 minutes after posting.
  • View and Use Workflows
    Search, sort and filter workflow tasks Search Use the search field to refine the tasks shown in the workflow's stages, aka only tasks with names matching the search term.
  • Viewing a User's Upcoming Events
    Filtering options Click the filter button in the top right to open the advanced filters pane.
  • Utilization Report
    These reports display overall utilization columns Search and filter the utilization report Search Use the search field in the report's top right to locate a specific person or team's members.
  • Manage Task Templates
    Filter templates Filter the tasks shown in the templates. Click the filter button () in the view's top right.
  • My Timesheet Calendar View
    Filter Refine which time logs are shown based on their associated project, client, or task status. Add task Drag a task from the task panel to a slot on your timesheet calendar to log time to it.
  • Using Your Personal Inbox
    Filtering your inbox Click the filters button at the top of the Inbox view to view the filter options for your inbox.
  • Search and Command Center
    Use the filters on the right-hand side to further refine the results: Project: Filter to only show results from a specific project.
  • Create and Manage Board View Columns
    Choose an option: Share filter Share your current filter view with a colleague via a link or email. This option is only visible when active filters are applied .
  • Adding Unplanned Tasks to the Workload
    Filter the unplanned tasks tray You can further refine the Unplanned Tasks tray using the advanced filtering.
  • Hierarchy of Information in Teamwork.com
    Filters In most project and site-level areas of your site, you can used the advanced filters pane to customize the information shown.
  • 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.
  • Add Tags to Tracked Time
    Report on time using tags Use filters to refine the entries included when viewing a project's Time section (or in the site-level Time > All time area.
  • New Tasks List View
    Filter View tasks based on their applied tags. Select one or multiple tags — tasks using any of the selected tags are returned. Add task list Create new task lists.
  • Exporting to Google Sheets
    ✔ Available on Grow and Scale subscriptions 1 Within Teamwork.com, you can filter both tasks and time to export them from your site to Google Sheets.
  • Roles
    You want to be able to filter in planning views based on role for a better understanding of resourcing. What Create custom roles and allocate them to users on your site.
  • Working with the Schedule Projects View (Legacy)
    The additional options in the top right allow you to: Move between month, week, or day view Toggle to full screen view Add a new allocation or unavailable time to the schedule Access advanced filters 
  • Reporting Options for Teamwork.com
    If you have filters applied in the Time area before exporting, only those items will be included in the report. You can export the report to Excel, PDF or CSV.
  • Profitability Report
    Filter the profitability report Use filters to refine the report to show the information most relevant to you. Filter option Purpose Projects view Projects Select one or multiple projects.
  • Manage Tasks in Board View
    Click the filter button ( ) in the view's top right. Select a filter (ex. assignee, custom fields, etc. — all options outlined in the table below) and apply the task criteria you need to refine by.
  • Using Tasks Breakdown Panels
    These breakdown panels are based on all active tasks across all users on your site, and can be filtered to either active tasks or estimated time.