Menu

Knowledge Base

    Search for "filters" yielded 194 results

    • Saving Filters
      Once you have some filter parameters applied to an area, click the Save Filter option in the active filter banner at the top of the page.
    • 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.
    • Filtering - Editing Saved Filters
      Within Teamwork.com, you can edit any of your existing saved filters on your site. In the advanced filters pane of the relevant area, go to the Saved Filters tab.
    • Custom Ordering Saved Filters
      Within Teamwork.com, you can customize the order in which your saved filters show. This can help you to easily find the filters you use most or help to navigate large lists of saved filters quickly.
    • Filter the Calendar
      Click the filters button ( ) in the top right to open the filters pane. Click an individual filter (options listed below), then select specific items related to that filter (ex.
    • Sharing a Saved Filter at Project Level
      Sharing a saved filter Click the filters button in the top right of the area you are currently viewing to open the advanced filters pane. In the filters pane, go to the Saved Filters tab.
    • Sharing a Saved Filter at Site Level
      Sharing a saved filter Click the filters button in the top right of the area you are in to reveal the filters pane. In the filters pane, go to the Saved Filters tab.
    • 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.
    • 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.
    • Project Filtering - Files
      Within Teamwork.com, you can filter the files that have been added to your project. Click the filters button in the top right to open the advanced filters pane.
    • Everything - Files Filtering
      Click the Filters button in the top right of the page to open the filters pane. Keyword You can use this to filter your results down to the search term entered.
    • 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.
    • Sorting Files by Date
      Within Teamwork.com, you can sort files by date at individual project level and in the site-level Everything area.
    • 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.
    • 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.
    • 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. 
    • 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.
    • Managing Linked Files
      Within Teamwork.com, you can manage files linked to your projects via third party storage apps such as Google Drive and Dropbox.
    • 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.
    • Moving or Copying Files
      Go to the Files area of your project and hover over the relevant file to reveal the additional file options.
    • Manage Files on Tasks
      ✔ Available on all subscriptions What Attach files to tasks, view existing files on tasks, and manage files attached to tasks.
    • 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.
    • 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.
    • 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.
    • Filtering - Projects List View
      Click the filters button in the top right to open the filter options. A dropdown will open where you can apply a range of different filters to your projects list.