Project filters allow users to narrow down their search on the Details and Projects pages. They are housed on the left part of the screen and allow users to factor different parameters into their search.
Create/Edit Project Filters
To create or edit a project filter, follow the steps mentioned below:
Navigate to Settings by clicking on the downwards arrow at the top right corner of the screen:
Click Project Filters:
Click + New Filter at the top right:
Give your filter a name and select what type of field it should appear as:
Fill in the blank
Singe value option dropdown (only a single value from the dropdown menu can be selected at a time)
Multi value option dropdown (more than one values can be selected from the dropdown menu at a time).
Click Save.
Your new filter will be available on the Projects page which your team members can use to narrow down their searches:
Apply Project Filters Through In-Line Editing
You can apply values to multiple project filters seamlessly and do not need to edit each project individually to apply those values.
Click Projects at the top navigation bar:
Click Columns on the right side of the screen:
Click Show All:
Click into any of the dashes where you would like to input a value. Once you click out of it, the value will save automatically and apply to the project.
Include/Exclude Filters During Search
To include specific parameters in your search, follow these steps:
Navigate to the Details page at the top navigation bar and take a look at the left part of the screen
Checkmark the filter you would like to use in your search and it will automatically apply to your search:
To add exclusion criteria to your search, take the following steps:
On the Details page, right-click on the filter you would like excluded from your search:
Apply Project Filters to Each Project Individually
To apply project filters to specific projects individually, take the following steps:
Navigate to the Projects page:
Click into the project you would like to apply filters to.
Click Edit at the top right corner:
Add the applicable values and click Save:
