Filters - How do I use filters?

To filter rows, you can use any of the pre-configured filters or create a new one (see how to create a filter).

To use one of the pre-configured filters:

  1. Click on the filter menu from the toolbar “Filter Off” (when there is no filter selected)
  2. Select any of the existing filters (e.g. Accomplished, Assigned to me, In Progress, Not Started, etc.)
  3. Once you select a filter from the menu, the name of the active filter will show up on the toolbar
  4. If you want to view the criteria of any filter you can click on the ‘pencil’ icon next to the name of the filter (only available for licensed users)
  5. To turn off the filter, select the option “Filter Off

 

Showing options a,b, d

option c

option e