Filters and search

About filters and search

Filters let you narrow down the list of Boxes or further filter the collection of tasks in the scope of a Box. Filters are cumulative - only the tasks/Boxes that meet all conditions are displayed.

Available module filters:

The Search Box and the Filters option are available in the header:

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Click the Filters option to access Quick filters, Custom query, and Date range options.

The filter options are available in the following modules:

• Overview

• Gantt

• Scope

• Risks

Active filters

Once you activate filters, the App remembers and maintains them even when you switch the view or go to a different module. 

Note: When filters are being executed, a loading progress indicator appears at the top. The indicator lets you know that the request is being processed. Reissuing the request is unnecessary, as it will increase the wait time.

Applies to:

• Gantt module

• Scope module

• Risks module

• Calendar module

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Filters are applied per module

When you activate a filter, it applies only to the module you are currently in.

If needed, you can apply a current filter to all modules. This overwrites any filters that are active in other modules. 

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Filters are applied per user

Filters are active per user—when you activate the filters, other users are NOT affected; only your view is changed. 

Clear filters

An orange dot indicates that filters are presently active. Click the dot to clear the active filters for the current module.

You can also choose the Clear all active filters from option from the Filter Options list, or clear all the filters in all the modules.

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