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.
How to Use a Filter
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:
How to Save a Filters View and Set a Default View
To save a Filters view, set the parameters of the filter the way that you want them, then click the save icon (
) this will allow you to save a View (Saved Views contain changes made to both Filters and Columns, please see this help article for more information); you can then elect to update the view you are using, or to save the changes as a new view:
Saving as a new view allows you to name the view, elect to set it as the Default View for that table (you can set a Default View for all Project Details pages, your Projects List page, and your Items List page), and choose whether or not to share the view with other Staff users by making it public:
