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Filters in Gantt Chart

Table 13. Availability - Legacy plans


Overview

You can filter tasks and projects on both the table and timeline portions of the Gantt chart.

Filter tasks

  1. Navigate to the selected folder, project, or space and switch to the Gantt chart 1.

  2. Click on the applied filters option 2 above the table opens a drop-down menu, select More filters... 3.

  3. In the filter panel, click the caret icon in Tasks and select the filters you want to apply from the list 4.

The following attributes are available as filters:

  • Custom item type

  • Status

  • Assignee

  • Tasks to do

  • Approvals

  • Task type

  • Importance

  • Effort

  • Created date

  • Start/Due date

  • Completed date

  • Last modified date

  • Author

  • Billing type

The filters you select will be applied right away.

FilterTasks_1.png
FilterTasks_2.png

Tip

You can save applied filters as filter presets. This way, you can use them later and apply them to different folders, projects, and spaces.

Filter projects

  1. Navigate to the selected folder, project, or space and switch to the Gantt chart 1.

  2. Click the applied filters option 2 above the table opens a drop-down menu, select More filters... 3.

  3. From the filter panel, click the caret icon in Projects and select the filters you wan to apply from the list 5.

The following attributes are available as filters:

  • Custom item type

  • Status

  • Owner(s)

  • Start/finish dates

  • Date of creation

  • Author

  • Progress

  • Project risk

  • Custom fields

FiltersProject_Gantt.png

Note

The Progress, Project Risk, and Custom fields filters are available on Business and higher accounts only.

Important

To preserve the hierarchy, filtered tasks, projects, and folders are grayed out in the table.

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