Activity center — Customizing filters

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Overview

Adding a filter

1. Go to Activity center.
2. Clickon the toolbar.
3. Click + on the top of the Filters panel.
4. You will see a list of filters with switches next to them. Active filters have their switches turned on . Accordingly, the switch of an inactive filter is turned off .
5. Turn on the switch of the filter you want to be activated.
6. It will be added to the list of active filters on the Filters panel. 

Filter categories

The filters are divided in the following categories:

• Status,
• Resources & constraints,
• Time,
• Budget & cost,
• Billable,
• Invoiced,
• Profit,
• Progress,
• Projects, customers & more,
• Custom fields.

Each category in turn consists of filters activated by a switch that give you a wide range of filtering options. For example, you can easily bring up a list of only those projects that are in progress and with activity progress between 25 and 75%.

Clearing filters

You can clear filters either individually or all at once.

To clear a filter:

1. Click in the toolbar.
2. Click the Clear filters button next to the filter you want cleared.

To clear all applied filters:

1. Clickin the toolbar.
2. Click the Clear all filters button on the header of the Filters panel.

Deleting a filter

To remove a filter from the active ones:

1. Clickin the toolbar. 
2. Click + on the header of the Filters panel.
3. Turn off the switch of the filter you want removed.

Accessing filters

To access the filters:

1. Go to Activity center.
2. Clickon the toolbar.
3. This will open the Filters panel on the right of the screen.

Combining filters

You can combine filters in any sequence and number.

As you add a filter, a new box is added to a chain of filters above the grid of projects. A plus sign + connects each pair of boxes. When the line of filters reaches the right margin of the page, the chain will wrap to a new line.

Video opens at 0:30: toggling additional filters, native and custom fields