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Applying Filters to Projects in the table view.

9 comments

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    Anastasia

    Monty, thank you for sharing your feedback here! Am I understanding correctly that the main reason Reports are inconvenient in this particular case is that aggregation isn't available? If that's the case, I wanted to mention that there's a request for this on the Community too, and I thought you might be interested in adding your vote there: Possibility to See Summary of Custom Fields in Reports.

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    Nicole Cioffe

    Hi! The original request would be extremely helpful.

    ย 

    The reports is fine for filtering, but you can't modify the information in the Report, so it adds work for the users. Any updates on if this will be an update made?ย 

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    Lisa

    @Nicole Hey, happy to see you on the Community ๐Ÿ™‚

    You can add more filters when viewing projects in the Table Viewย 

    and then choose the Custom Fields as filters

    Please let me know if that's what you are looking to do ๐Ÿ™Œย 

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    Nicole Cioffe

    hi @Lisa. All of those filters are at the TASK level though correct? You cannot filter at the project level? Which is my objective.ย 

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    Jennifer Roiter

    Hi - I have the same question; can you filter by project data - not by task?

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    Lisa

    Hey guys, thanks for reaching out!

    I've misunderstood, thank you for clarifying. You're right, you cannot filter by Project data. I'd suggest posting the idea in the Product Feedback section for others to upvote, or I can move this thread to that section. Please let me know what you think!ย 

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    Nicole Cioffe

    Thanks! Can you move this thread to that section?

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    Lisa

    Done ๐Ÿ™‚ย 

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    Lee Elkins

    please post the url of where you moved this thread so I can upvote it

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