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[Answered] How to...save Filters

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8 comments

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    Ryan Nelson

    Have you tried adding them to a Dashboard?

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    Alan Tannenbaum (Duplicate)

    I am part of a team and I selected each team member (using the filters) as I viewed all the tasks in the Workload tab. I want to be able to save those filters so I do not have to select them each time I go into the app (desktop app). I don't understand what you mean by "adding them to a Dashboard." I need to be able to see all the tasks everyone on the team is working on, and see it in a format similar to Workload.

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    Ryan Nelson

    Hi Alan,

    Gotcha, I understand now. You will want to use Dashboard to help you "Save" your filter options. You can then pull up the dashboard and in a few short clicks open to the workload view.

    I am going to assume that you do not know how to use the Dashboard, if you do then you can skip the dash board part and get right to what you want.

    At the top you should have a menu called Dashboards, click on it, and this will open to a new window.

    On the top left of the Dashboard window you will have a list of dashboards that you have already created or an option to create a New Dashboard. In this example I will create one called Team Work Load, here you can then click on this dashboard and pull up all your "Saved" team members filters.

    Once the Dashboard is created you can "Save" your filter settings here. 

    To do this click on the folder or project that you want to filter with like you have been. Once you have set all your filters and you have the Workload setup like you want, Click on the List view.

    Once there you will want to click in the top right hand corner to drop down your menu list. 

    Hover over "Add to Dashboard" and select the Dashboard that you have created, I am going to Select Team Work Load.

    You will then name the filtered list, I suggest naming it as the team members name. This will then add the filtred list to the dashboard you selected. 

    At any time you can click into this Dashboard and it is updated in real time as tasks are assigned and completed.

    To pull up the Workload for that team member again you go to the Dashboard, and when you hover over the top right section of the new dashboard there is a menu icon, click on it and select "Open in List View".

    You are then taken to a list view with the filters that you had created earlier, all you do now is change the viewing option to Work Load to get the view that you would like to see.

    Hopefully that helps.

    -Ryan

     

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    Alan Tannenbaum (Duplicate)

    Thank you. Works great.

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    Mike Boysen

    I came upon this (which I already knew about) after seeing a bubble pop up this morning to talking about "Filter Presets." I can find nothing in the help files about that. This "trick" is far too many steps for a team of users who are time-crunched and adoption-challenged. 

    Bottom line: Filters for a project or folder that can't be saved between sessions are useless. Since we originally had to do design templates with tasks set to "Deferred" it looks like newly created projects have no tasks. I wonder how requirements are thought through sometimes. 

    I'm hopeful I can find this "Filter Preset" feature and learn how to use it. 😐

     

     

     

     

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    Stephen

    Hi guys, a quick update on this. We've added some saving for filtering on a user-level. If you apply for Status: All Tasks to a Folder or Project and this view will be saved as you navigate away. So when you return during that session the Status: All Tasks will still be the filter.

    If you open a new tab or start a new session the filter will reset to Status: All Active.

    Please let me know if this helps 👍

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    Mike Boysen

    My preference would be to have it persist across sessions, as a user preference, or a folder preference (preferable). Did I use the word enough in one sentence?

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    Stephen

    Totally understand Mike. This is a step in the right direction right now and the team are happy to hear this feedback, thank you

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