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Search and filter
Search and filter

Search and filter to get exactly the data that you need

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated this week

For a quick overview, check the Filters and Views video guide.

Search and filter

Filtering lets you explore your team's schedule and other data with ease and find what you are looking for fast!

You can select from one of the default filters or type directly into the search field. The default filters include:
- Department
- Role
- Person
- Person tag
- Person type
- Manager
- Time off
- Time off status
- Client
- Project
- Phase 
- Project tag
- Project owner
- Project status
- Task
- Allocation status


​You can filter by multiple categories simultaneously with the + button to expand the search. You can set the search parameters to be and/or, is/is not. To clear any filter click the next to it in the search bar, and to clear all the filters, use the Clear all button on the far right.

multiple filter screenshot


​You can use the same filters on every page. If you set them on the Schedule page, they will follow you if you move to Project plan, Log team or Report.

💡 Here's a tip: You can search with the Me filter to see only your scheduled hours and time off.

When filtering by multiple categories, the OR that you want to apply to each category should compare the items within that category (you can select it from the drop-down list). For example, instead of Department is Engineering or Department is Human Resource, the search should be Department is Engineering or Human Resource.

When searching using multiple filters, each category should be separated with AND. For example, the Department is Design or Marketing, and the Person tag is EMEA or Figma.

Saving filters as View

To save a combination of filters and searches that you use regularly, you can save them as a personal or shared View.

saved views gif


📝Note: If you had saved filters prior to the release of the Views feature, you can access them in Views where they are duplicated as personal Views. You can also access them via the Saved section of the filter.

Additional notes

  • When you add a new custom item to your Team settings, for example, a new time off type, it will show under the filter only after you schedule it for the first time.

  • Searching and filtering by a person's status is currently not supported.

  • Emojis can be added to most fields in Float and are supported when searching and filtering.🔎

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