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How to Use Filters


A project management tool can have a mind-numbing amount of projects. Since the search functionality looks through all projects simultaneously and gets you the most relevant keywords, it becomes inconvenient when a large number of projects are involved.

 

Filters, on the other hand, create a shortlist for the user searching through the project. Filters in ProProfs Project are extremely user-friendly.

 

Benefits of using filters:

  • An advanced form of search which gives extremely specific results as per the determined filters.
  • All filters can be used simultaneously to ensure that the most relevant result is displayed.

 

Here are the filters that will be discussed in this article:

 

Project Filters

 

Project filters filter the Projects tab of the tool. Go to the Projects tab to access these filters. There are four different filters in the Projects tab.

 

Project filters as per status, users, tags etc

 

The four filters have been listed below:

 

Status: The status filter filters projects on the basis of their completion status. It has five options. 

 

Project filter by status as all, open, completed, template,and  archived

 

All option shows all the projects that exist in the tool. The Open option shows the projects that are currently being worked on whereas the Completed option shows you the projects that have been completed. The Templates option displays the projects that have been converted to templates. Similarly, the Archived option shows the projects that have been hidden.

 

Users: The users' filter filters out projects based on a single user or a team. This filter only brings out projects that have been assigned to a particular user and team.

 

Filter bu single user or team

 

Client: The client filter filters out projects by the name of the client.

 

 

Project filter by Client

 

Tags: This filter filters out projects based on the tags that were attached to the project. The drop-down shows all the tags that exist in the tool.

 

 

Project filter by Tags

 

Task Filters

 

Task filters filter the Tasks tab of the tool. They can be accessed by going to the Tasks tab. There are three different filters in the Tasks section.  

 

Task Filters

 

All three work similar to the Project section filters. The only difference is that these filters fetch tasks as results instead of projects.

 

Calendar Filters

 

These filters filter results in the calendar view. They can be accessed by going to the Calendar tab. There are four different filters in the Calendar section.

 

Calendar Filters

 

The first filter projects and tasks according to the selected users and teams.

 

The second filter filters on the basis of projects & events. The Active Milestones option shows the projects and tasks that are being worked on.

 

 

Calendar filter by active milestone

 

The third filter filters according to client names and the fourth filters shows all projects, tasks, etc of a set time period. 

 

Time Filters

 

Time Filters filter the Time tab. Navigate to the Time tab to activate these filters. They compile and filter time entries as per requirement.

 

They have two dropdowns. One filters the time entries as per the users and the other filters time entries as per the projects.

 

 

Timesheet/Time filters

 

Suggested Reading: Add-Ons