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Search for "filters" yielded 202 results

  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • TeamworkAI Overview
    When When working in areas of Teamwork.com where TeamworkAI features are available, such as tasks, projects, filters, planning views, reporting, or finance tools.
  • 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.
  • Profitability Report
    . ← Swipe to scroll Filter the profitability report Use filters to refine the report to show the information most relevant to you.
  • 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.
  • 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.
  • 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.
  • 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.
  • Use the Planning Overview
    Search and filter Refine the data shown in the Overview using the search and filter options at the top of the view. Option Purpose Return to the current week.
  • Viewing Your Starred Projects
    Alternatively, you can use. advanced filters . Click the filters button in the top right and check the Show starred projects only option in the filters dropdown.
  • Manage Tracked Time
    . 📝 Time logs can only be bulk updated when the view has active filters. 🔑 Only site admins in the owner company can bulk update time logs' billable status.
  • Managing Tasks in the Calendar
    Click the filters button in the top right of the calendar to open the filters pane. In the Options subsection, select by Duration as the task display option.
  • Review and Approve Timesheets
    Use the timeframe selector, arrows, search, filters, and sorting options to find timesheets that need review. 💡 The Approvals area shows submitted timesheets based on your organization’s configured approval
  • Messages
    Advanced filters can be accessed via the filters button, and allow you to refine which messages are displayed.
  • Timeline View
    Timeline overview Learn how the Timeline is structured and how its controls (such as zoom, weekends, and filters) affect what you see.
  • Placeholders
    Filter by placeholders in the Schedule to easily see what allocations need to be transferred to a names resource. Add a placeholder Click Planning in Teamwork.com's main navigation menu.