How do I save a filter in Teamwork.com?
Once you have some filter parameters applied to an area, click the Save Filter option in the bottom-right of the filter modal.
In the Save Filter modal, you can give the filter a name and enter a description of what information will show for the filter. You can also choose to limit the filter to be accessible only on the current project.
There is also a checkbox to include sort options in the saved filter. If checked, the saved filter will include your currently active sort settings. Otherwise, your most recent sort preference will be saved.
When filtering a subsection within an individual project, you will have an additional option to apply the filter to the current project only.
Once you save a filter, it will appear in the Saved Filters tab of the filters pane. Clicking a saved filter will highlight it and apply it to the area you are viewing.
When a saved filter is applied, you will see the filter name in the filter modal.
Frequently asked questions
Are saved filters available on every plan?
No. Saved filters are available on paid Teamwork.com subscriptions.
Can I limit a saved filter to one project?
Yes. You can choose to make the filter accessible only on the current project.
Does a saved filter keep my sort order?
Yes, if you tick the checkbox to include sort options. Otherwise, your most recent sort preference is saved.
For more information, see: Filtering