Table 301. Availability - Legacy plans
Table 302. Availability
All users (including collaborators) on all account types can use filters.
When you filter tasks (or projects in Table view and Gantt Chart) 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.
You can create a custom view with the selected set of filters so all your teammates will see the same set of tasks by default when in this view.
Navigate to a space, folder, or project within which you want to filter tasks.
Click the filter icon 1 or...
Click the name of your filter preset and select More filters... 2 in the drop-down that appears.
Use the filters panel that appears on the right 3. Expand the fields you want to filter by and check the categories you want to view.
Once you've selected filters, click Save 4 at the top of the filter panel and name your filter preset. 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.