Default Filter per project/folder

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 see all of the people from that group with one click (vs. having to check everyone's name individually). 

Hi Stephanie, 

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

Thanks

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. 

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. 
2. Scroll down to the "Assigned" section in the filters panel. 
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. 
5. You're done :)

Let me know if that makes sense!

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)  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' 

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

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 them so that they can see the tasks assigned to them. This works great if there's a small number of people or if it's okay to have the Report show multiple people's tasks. 

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

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 impossible to click back & forth between the two. 

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

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. It gets annoying when the filters keep changing.

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. 

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.  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.  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.

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

+1

I would find this really useful too. My use-case is a projects dashboard for which I use the table view, which visually does what I need but which suffers from the fact that I just want to filter on projects (which I don't believe I can do - but that's a separate request!) and obviously the filters are reset when I do something else. I also can't set the filters for other people.

A good way to address my use-case would be to add a table widget for dashboards.

Hey everyone! Thank you all for your feedback here, it's all been passed on to the Product team. I don't have an update for you at the moment, but as soon as I do, I'll let you know 😊

Any update on this? My team is coming across the same issue.

Hi Jeremy Watkins, thanks for posting, and welcome to the Community!

I've checked with the Product team and unfortunately, this suggestion is currently not planned. Please also allow me to give a little detail on what happens with the Product Feedback we receive on the Community.

This forum works based on the voting system that we have, and once any suggestion gets to the 60 upvotes from the Community, it receives a product status from the Product team. So, please be sure to upvote the original post above if you haven't yet - the number of votes helps the team understand how popular the suggestion is. Here's more detail on that, please let me know if you have any questions! 

If you'd like to know what this Community has to offer, please check out our New to Community forum.

Our team also would like to set the Space or Project Folder to filter to "All Active Tasks"  while you can set this for the space or folder. none of the Projects within the folder hold the setting, even if you filter a project then go back in you have to filter again,  the setting doesn't stick!  the project setting reset each time.  

Thank you for your feedback Wendy Barry! 

Could you please let me know if you tried creating custom views? They allow saving filter settings for the view: 

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