Default view on Folders

Currently, the folders and view settings made during a session carry over to all folders.   I believe that the view setting is much more useful to be specific to a folder.  I'm spending a lot of time changing these filters when I click between folders.  

For example when looking at task lists, I only want to see active tasks, and all dependants. 

Then when I click on a folder with the project plan with multiple task levels, I want to see all tasks so I can drill down into the sub-tasks.

When I click on a folder for resource management, I usually want to filter to only the people I have in my team. 

This request is to allow folders to have saved 'Views'.  Then one of those views can be saved as the default.  Or you could select another saved view. 

  

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Hey, 

I share the same issue 

The time log reports could be great solution but it does not provide the Sum/total  of the entire report 

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Serge S.

@Jean-Philippe, thanks for your feedback! I can definitely see how these Timelog Reports enhancements may positively affect your workflow. I have forwarded your thoughts to the Product Team responsible for this feature.
 
As for your last point though, if you're referring to the ability to change the default view for Folders/Projects, this functionality doesn't affect the filter which you have to change every time you open the Timelog View.
 
As far as I understood (correct me if I'm wrong!), what you need is the ability to save user's filters - that's exactly what this Community thread is about. This has been introduced in the new Timeline and will be added to the Timelog View very soon. :) Please stay tuned!
 
@Kris, I see your point and it does make sense! I shared your feedback with the Product Team.
 
I understand that it might not be the perfect solution, but you can partially achieve this by changing some Custom Fields to time tracking categories. This way you'll be able to report on both the categories and the time frame. If you think this might work for you and you want more information let me know and I can guide you through it.
 
@Tamir, hi! This is a great idea. Could you please add a new feedback post for it here because it's a bit different from this request. :)
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@Serge

The ability to save user's filter is a very good idea. 

What i use to do is having a folder for project that need to be charged at the end of the month for time spent. Then I just clicked on each of them,  because  the timelog kept his filter to the last month and I printed it to a PDF, one after the other.

 

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Serge S.

That's clever workaround Jean-Philippe. Thanks for sharing! If and when I have new information, I'll be sure to update you here 👍

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There should also be an option to save this setting just for yourself and not affect everyone on the team

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Task Status and Show Descendants Default Option
"Bonus Tip: Task filters and "show descendants" are two settings that only need to be changed once every session. For example, if we've cleared the "active" filter in a folder to see tasks that are "status: any," this setting now carries over to all the other folders we click into during the same session. Once we log out and log back in, our status filters will be reset to "active," and folders will no longer show descendants."

Can't you make this optional from the Admin panel? I want to set the default to Status: Any and Show Descendants. It is really frustrating to have to adjust this setting every time.

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I would also like to see the ability to be able to set default views for either the folder (adjust for all users) or set the default view for just me when logged in -

Inside of a folder that a couple users use on a regular basis, we have different preferences on how we like to view the folder.

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I have also concerned to change the filter mode all time. Is there a way to have , by example, "any" by default! and see the whole picture of task, thank you !

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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.

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