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Available Filters

Table 11. Availability - Legacy plans


Overview

All users except for collaborators on paid accounts can filter tasks in dashboard widgets.

In the edit mode of a widget, users can find various available filters to customize their view. These filters allow you  to refine the displayed content based on specific criteria. You have access to a range of filters that you can utilize and implement to customize your dashboard viewing experience.

  • Status: Filter items based on their current status (e.g., New, In-progress, Completed).

  • Assignee: Filter items based on the person assigned to them.

  • Status Group: Group items based on their status categories (e.g., Active, Completed, Deferred, Canceled).

  • Due Date: Filter items based on their due date.

  • Completed Date: Filter items based on their completion date.

  • Workflow: Filter items based on their current workflow stage.

  • Importance: Filter items based on their priority or importance level.

  • Author: Filter items based on the person who created them.

  • Created Date: Filter items based on their creation date.

  • Start Date: Filter items based on their start date.

  • Item type: Filter items based on their type (e.g., Task).

  • Task type: Filter tasks based on their specific type or category (e.g. Planned, Milestone, Backlogged).

  • Billing type: Filter items based on their billing category or method.

  • Custom field: Filter items based on any custom fields or attributes that have been defined for them.

Apply filters from widget editor

To utilize these filters, follow these steps:

  1. Click on the three-dot menu 1 in the widget’s title.

  2. Click on the Edit button 2 of the widget to access the edit mode.

  3. In the window that appears, locate the section or menu labeled Filters 3 in the upper right corner.

  4. Within the Filters section, you'll find a list of available filters displayed as checkboxes and dropdown menus.

  5. Check or select the filters you want to apply to your widget view. You can select multiple filters simultaneously if needed.

  6. After selecting the desired filters, Save changes 4 your changes to update the widget's display based on the chosen criteria.

  7. After filtering, the widget adjusts to show only items that meet chosen criteria, providing users with a personalised and focused view.

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Fields and Metrics in Widget editor

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Distinguishing Between Fields Options and Metrics/Breakdowns Functionalities

Fields Options: This feature is designed to enhance data presentation within a table format. By enabling you to add or customize columns, Fields options allow for personalized table views, improving data organization and analysis within tables.

Metrics and Breakdowns: These functionalities extend beyond mere tabular data presentation. They empower users to:

  • Visualize complex data sets using charts and pivot tables for a more dynamic and intuitive display.

  • Identify trends, patterns, and relationships within data, aiding in comprehensive analysis.

  • Create widgets that integrate multiple data sources, offering enhanced versatility in the analytics workflow.

  • Categorize and analyze data with greater specificity, allowing for more detailed and granular insights.

  • While Fields options focus on customizing table views, Metrics and Breakdowns provide a wider array of tools for advanced visualization and deeper data analysis, supporting more informed decision-making.

Tip

Leverage Metrics and Breakdowns to transform complex data into visually compelling and easily interpretable insights, facilitating better strategic planning and decision-making.

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