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Search and filter
Search and filter

Search and filter to get exactly the data that you need

Jon Palustre avatar
Written by Jon Palustre
Updated this week

Search and filter

Filtering lets you explore your team's schedule and other data with ease and find what you are looking for fast—from departments and projects to clients and tags, to tasks and project statuses.

You can select from one of the default filters or type directly into the search field.

Select the filter types before saving a View.

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

Filtering on the Schedule page.

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 by the person filter Me 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). Example: Instead of Department is Product or Department is Support, the search should be Department is Product or Support.

Searching with the OR parameter.

When searching using multiple filters, each category should be separated with AND. Example: Department is Product or Support AND Person tag is APAC or EMEA.

Searching with the AND parameter.

Saving filters as View

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

Creating saved view

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.

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