Maintaining Filter Selections

Hello,

If this is already possible, please let me know! But what I'd like to request is that when you use a filter on a certain view, such as a certain project's Time Log, that it remain in tact for the user, even if they log out & log back in or visit another project. Basically, I'm requesting that filters do not revert to the "default" upon leaving the view. 

Thank you!

Hochstimmen 1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
3 Kommentare

Jessica Doyle this can be done, but it might be reliant on your subscription level.  When you set a filter on a view, a little blue dot should appear in the view tab.  You can click on it and set it to be the default view.  I think this need to be done by the person that created the item you are viewing(Project, Folder, etc.), but I am not sure on that.  Additionally, if you don't want other users to change this, you need to change the Access Role settings.  In the accoount management settings, under Access Roles there are option to allow or block users from changing views, either default and or custom.

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Welcome to the Community, Jessica Doyle, and thanks for posting! 😃
 
Hi Russell Sprague, thanks a lot for taking the time to offer your help here 🙏
 
As Russel mentioned, you can set filters as default for a view, I’m adding a screenshot below for your reference.


Also, you can have a look at our Help Center article about Wrike Views. It allows you to create and save customized layouts tailored to your specific goals or work perspectives. You can configure settings such as filters and sorting, and then share these views with your team to streamline collaboration without redundancy. Hope this helps!

Rohan V Community Team at Wrike Wrike Product Manager Werden Sie ein Wrike-Experte mit Wrike Discover

Rohan V Wrike Team member Werden Sie ein Wrike-Experte mit Wrike Discover

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Thank you both! We'll give this a try!

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Maintaining Filter Selections
[this list is visible for admins and agents only]

Oben

Bevorstehende Live-Sitzungen

Haben Sie nicht gefunden, wonach Sie gesucht haben? Neuen Beitrag schreiben