Filter a project
The filters sit at the top of the board, the table and the calendar, and stay on as you switch between them.
- Members
- Jobs a person is assigned to or collaborating on.
- Statuses
- Jobs in one or more statuses.
- Priorities
- Critical, Important, Normal or Low.
- Due date
- Overdue, Due today, Due this week (today and the six days after) or No due date.
Tip: Clear all removes every filter at once.
Save a view
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Step 1: Set up the filters you want. In the table, also choose the columns, grouping and sort.
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Step 2: Choose Views, then Save current view….
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Step 3: Give it a Name. Turn on Share with the project if everyone on the project should see it.
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Step 4: Choose Save.
A view remembers whether it is a board, table or calendar and which filters it uses. A table view also keeps its columns, grouping and sort.
Tip: Filter Members by yourself before you save a shared view and it shows each person their own work: a saved view reads your own name as whoever opens it.
Open, update and tidy up views
The Views menu lists My views and the views Shared with project. While one is open the button shows its name after Viewing:, and adds (edited) once you change something.
Choose Update to keep the changes, or the × beside it to stop viewing. For the view you are on, the menu can also Rename…, Share with project, Stop sharing or Delete it.
Who can do what
- Save a view for yourself
- Anyone who can see the project, guests included.
- Share a view with the project
- Administrators, and team members on the project.
- Change or delete a view
- The person who saved it, or an administrator.
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