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Search for "filters" yielded 193 results

  • Using Project Health Reports
    Filter options In the top right of the report area, you can use the search field to locate a specific project or owner.
  • Viewing All Your Items in Your Profile
    The advanced filters pane here allows you to filter by keyword, tags, company, and status. Additional option to show starred projects only.
  • My Timesheet Sheet View
    Filter, sort, and organize the time you need to review or update. Who Anyone with access to My timesheet can use Sheet view to manage their own time entries.
  • Viewing Activity on Your Site
    The Activity section shows a timeline of all the activities occurring across your projects, with options in the top right to filter and sort the items you see.
  • Tasks Table View
    Quickly sort, filter, and group work to find what needs attention. Update task details directly in the table without opening each task individually.
  • Tasks Board View
    Tasks are automatically hidden once marked complete — use filters to show completed tasks in Board view.
  • My Timesheet Calendar View
    . ← Swipe to scroll Filter Calendar view Use filters to refine the projects, tasks, and time entries shown in your timesheet. Click Filter in the top right of Calendar 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.
  • Tasks - Completed Tasks
    Sort and filter completed tasks to find the right work more quickly. Open task details to review comments, files, time, and other task information.
  • Tasks - Board View
    Search, sort, and filter tasks to focus on the right work.
  • View and Use Workflows
    Filter ⚠️ Heads up: By default, completed tasks are hidden from workflow views.
  • Plan Capacity with Outlook Calendar Events
    When enabled, events you accept (Yes/Maybe/Tentative) and out-of-office appear as unavailable time in Planning views when the Adjust availability based on calendar data filter is active.
  • Skills
    Resource by Skill Skills are surfaced in filters across all sections of the Planning tab, to help with even more precise resource allocation and planning.
  • Viewing a User's Upcoming Events
    Filtering options Click the filter button in the top right to open the advanced filters pane.
  • Reports FAQ - General
    Not directly - project Custom Reports filter by activity rather than creation date. As a workaround, add "Date Created" as a column, set a wide date range, and sort by creation date.
  • Bulk Edit Tasks Across Projects
    . 📝 If a filter is applied in the Tasks view, bulk edit only applies to the tasks currently returned by that filter, not every active task across all projects.
  • Manage Task Templates
    Filter templates Filter the tasks shown in the templates. Click the filter button () in the view's top right.
  • Navigate the Schedule
    Use insights, filters, grouping, and color cues to make informed resourcing decisions.
  • 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.
  • Plan Capacity with Google Calendar Events
    When enabled, events you accept (Yes/Maybe/Pending) and out-of-office appear as unavailable time in Planning views when the Adjust availability based on calendar data filter is active.
  • 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.
  • Adding Unplanned Tasks to the Workload
    Filter the unplanned tasks tray You can further refine the Unplanned Tasks tray using the advanced filtering.
  • Budget Insights Report
    ., budget hours, budget usage, profit %) Filter, sort, and search Use filters to refine which budgets appear. Click Filter in the report’s top right . Select a filter option from the dropdown.
  • Reports FAQ - Custom Reports
    Advanced Filters may support this in the future, though there's no confirmed timeline yet. Why don't tasks without dates appear on task Custom Reports?
  • Clients View
    Manage clients Use Clients view to review, filter, and export client information across your site. View clients Open Clients from the main navigation menu to view your client companies.