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Default Filter per project/folder

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    Stephanie Westbrook

    Hi Aram, thanks for posting this. We'll send other people this way if they have the same request. I was wondering if you use User Groups? You can filter by group and that way you'd be able to seeย all of the people from that group with one click (vs. having to check everyone's name individually).ย 

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    Aram Roberts

    Hi Stephanie,ย 

    I wasntย aware that you can filter by usergroups. Are you able to send me a link to the user guide or tell me here?

    ย 

    Thanks

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    Stephanie Westbrook

    Hi Aram, yes of course. First, I'm not sure if you have User Groups set up, but in case you don't, our User Groups page has instructions on how to create groups and how to add people to a group. Please keep in mind that you need to be an admin to create a group.ย 

    Once a group is created, this is how you filter by that group.

    1. Click the filter icon on the Workload View. It appears in the view's upper left-hand corner, under the Folder/Project's name. A filter panel appears when you click this.ย 
    2. Scroll down to the "Assigned" section in the filters panel.ย 
    3. Click "+ Others"
    4. Type the name of the group you would like to filter by and select it from the list when it appears.ย 
    5. You're done :)

    Let me know if that makes sense!

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    Kat Lehane OUT OF OFFICE

    After spending tons of time with your online chat (fun...) they suggested I up-vote Aram post

    My design team has a big list of collaborators that basically need to view, approve or suggest changes to artwork. Trouble is if the collaborator has to look backwards to find a task with their artwork on, and that task has been set to some sort of 'complete' status (e.g. the designer has completed the design or amends and it's not not an active task on their list) ย they really struggle to find the task again as the default project view is 'list' and the default filters are 'Status:Active' therefore hiding the task where their artwork is kept.

    The result is we spend our lives either at messaging them to show them where it is or trying to train them to set they filters to 'Status: Any'ย 

    Please can you guys look at a way where Admins can control project default filters centrally?

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    Stephanie Westbrook

    Hi Kat, there's no way to do that right now, but I want to think of potential things you could do with existing functionality. Something I do for a Collaborator we work with is create a Report for themย so that they can see the tasks assigned to them. This works great if there's a small number of peopleย or if it's okay to have the Report show multiple people's tasks.ย 

    We've tracked your feedback and will be sharing it with the team, but I wanted to share that option in case it helps.ย 

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    Lizzie Adams

    I would also really appreciate filters to "stick" to the project or folder, rather than be a site wide setting. I have one project that I use as more of a reference list, so am not assigned to any of the tasks. But if I filter a shared project for only my tasks then switch back to my reference list, I no longer see any of the items in this list. Its slightly annoying to have to unfilter, but makes it impossibleย to click back & forth between the two.ย 

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    Nathan Law

    Adding a default filter for a project would be extremely helpful for our organization.ย 

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    Min Cho

    (Edited )

    I would like this as well. We have a project we need to see all tasks for, but for all of our other folders/projects, we only need to see active tasks. Everyone on the team gets a tad annoyed when the filters keep changing.

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    Alex Bacon

    I want to echo this desire as well. I have so many projects running around and I need different views for most of them, but for each one I basically only need the same filter each time. I would LOVE to be able to set a default filter for myself on a per-project basis. This would solve a huge pain-point for me and my team.ย 

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    Greg Swisher

    We have at least one folder per project that is for reference tasks, and so as not to confuse these tasks with tasks requiring action, we set them to deferred.ย  This keeps them out of reports and other top level views that look at active and complete totals.

    We have another folder that tracks ongoing issues, and for this folder, we usually want to see just the active tasks.

    And the rest of the folders we usually want to see all tasks, sometimes active only - rarely do we ever just view completed.

    So we end up navigating around, and not seeing what we expect, then "oh ya, the filter", and switching it back and forth.

    We could eliminate a lot of clicks and some time if we could set a default view per folder. This would probably be easier to implement if it applied to all users, and that would be better than not at all.ย  Best would be if the filter could be set per user!

    We hope you consider this sooner that later, and thanks for all the work and updates you continue to roll out - it's only getting better.

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    Marc Gimbrere

    (Edited )

    We would fully appreciate default filters for folders as well.ย  We run into this problem all the time and it is frustrating!

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