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Filtering Projects on the Boards Page

Modified on: Mon, Feb 3 2020 12:12 PM

With all of your Group's projects listed in one place, you can use filters on the Boards page to quickly narrow down the list.

The filter choices for the Boards page include:

  • Bid Rate  - enter a value to see projects with bid rates less than or equal to, greater than or equal to, or equal to the entered value
  • Est. End Date - see projects with estimated end dates that fall on, or on or after a selected date
  • Hide Empty Projects - remove projects from the page that do not currently have any resources assigned 
  • Only Show - choose to only show Assignments or Requests on all projects
  • Percent Complete - enter a value to see projects with completion precentages less than or equal to, greater than or equal to, or equal to the entered value
  • Start Date - see projects with start dates that fall on or before, on, or on or after a selected date
  • Tags - select tag(s) to show only the projects that hold them
  • Any Custom Fields setup for projects

 

 

To add a filter to the Boards page:

  • Click the funnel icon located in the top-left corner of the page
  • Select the desired filter, then click the blue checkmark



  • Now, add another filter or click the blue checkmark to apply the selected filter to the page



To remove a single filter, click the button within the bubble of the filter you would like to remove.

Remove every currently applied filters by click the trashcan icon on the right-end of the filter line.

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