How to Use Filters

Filters allow you to selectively view the work you are looking at, to narrow down the scope of information to exactly what you need to see at any given time. There are many sections of ProWorkflow where you can use Filters to refine your view, including the Projects List page, the Items List page, and the Items tab on your Project Details page.

To use a Filter, click on the "Filters" button on the section you wish to filter:

You can then select the Filters you wish to use. On the Project Details page Items tab you can choose to filter by "My Items" (Items that are assigned to you), "Hide Empty Phases" (hides Phases without any Items in them), "Hide Completed" (hides completed Items), "Hid Deleted" (hides deleted Items), "Assigned To" (select one or more team members that the Items are assigned to), "Category", "Created By" (the person who created the Item), "Dates", "Item Types", "Priority", "Tags", and "Work Stage":

On the Projects List page you can filter by "My Projects" (Projects which are assigned to you), "Assigned To" (select one or more team members that the Projects are assigned to), "Category", Client, "Dates", "Manager", "Priority", "Tags", "Team/Group", and "Work Stage":

On the Items List page you can filter by "Assigned To" (select one or more team members that the Projects are assigned to), "Category", Client, "Created By" (who the Item was created by), "Dates", "Item Types", "Manager", "Priority", "Tags", and "Work Stage":

Once you have selected the filters you wish to use, just click the "Done" button at the bottom of your list to apply your filters:

To save a Filters view, set the parameters of the filter the way that you want them, then go to "Save View As" and click "Save As New":

You can then enter a name to save the view under; you can also choose to tick the box for "Set as default for this table" which will make the view you are saving the default view for the type of list you are viewing, i.e. you can make a separate default view for the Projects List page, Items List page, and one that applies to all Project Details page Items lists (note that this is applied at a User level, rather than for your entire company):

Once a view has been saved, you can apply the view whenever you wish by navigating to the Filters for that page, going to "Apply Saved View" and selecting the view you wish to use:

To make edits or delete a Saved View, click in to your Filters, go to "Apply Saved View", hover over the view you wish to modify, and click the pencil icon to edit or the trash can icon to delete:

To change your Default view, you can either edit the Default view and unselect "Set as default for this table" then click "Save":

Or you can edit the view you wish to make your new Default view, select "Set as default for this table" then click "Save", and this will overwrite the previous Default view and set the view you have just edited as your Default view.