Filter Presets
TL;DR:
All users can save filters as presets in Table, Gantt Chart, and Board view to quickly reuse them. You can also set filters as default for a view, and rename or delete presets at any time.
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Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
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Availability: Free, Business, Pinnacle, Apex.; Unavailability:Team ; |
All users (including Collaborators, Contributors, and Viewers) on all account types can use filters.
When you filter tasks (or projects in Table view, Gantt Chart or Board view, you can save a set of applied filters as a preset. If you use a certain filter or set of filters often this way you will be able to select the preset from the filters drop-down and save time.
Tip
To see the same set of items by default when opening a view you can:
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Apply the filters or select the filter preset you want.
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Click the three-dot menu 1 next to the view title.
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Click Set filters as default 2.
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Navigate to a space, folder, or project you want to filter.
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Click the Filter icon 1 or the Add filter field 2.
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Select the attribute you want to filter by, and choose the relevant categories 3.
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To narrow your results further, add more filters.
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When you’re done, click the filter icon, and select Save filter preset…
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In the pop-up, enter a name for the preset.
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Click Save.
It now appears in the drop-down when you click your filter preset.
Once you've created a filter preset you can rename or delete it at any time.
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Click the Filter icon 1 to to open a drop-down list of your filter presets.
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Select the preset you want to use.
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Hover over the relevant preset, and click the three-dot menu button 2.
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Choose one of the following 3:
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Rename to enter a new name for the preset.
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Delete to remove the preset.
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Click Rename or Delete to save your changes.