ACCESSIBILITY
The Filters modal has been designed to support keyboard-only navigation, improving accessibility to assist power users as well as those with disabilities.
Overview
If your project has several tasks and a large number of resources, filters are very useful for viewing only the tasks or resource information you are interested in and hiding the rest. Using the Filters modal in the project Task Tracker, you can combine various elements (i.e. task fields and values) to create a filter that fits your needs. For example, you may want to view critical task deadlines, milestones, or other important information—such as tasks that have not yet been started. You can save any combination of chosen filters for future use as a Saved View or Shared View.
Click the Filters button on the Task Tracker toolbar to open the Filters modal.
Filters Modal
The Filters modal is where you select all the task elements—also known as fields and values—for the filter. It’s divided into three sections: Fields, Task Values, and Applied Filters.
You can use the Search field at the top of the Fields and Task Values sections to locate a specific field type or task value.
Fields Section
The Fields section contains all the available, filterable task field types:
- Assignees—Filter by tasks that are assigned to specific project members.
- Due / Start Date—Use the default or custom date range options to filter by task Start Date and/or Due Date. You can select from the following:
- Before this date—The end date in the date range defaults to tomorrow’s date.
- After this date—Makes the start date in the date range three (3) days before today’s date.
- On this date—Makes the start date in the date range today’s date.
- Between these dates—Sets the start date for today and the end date for two weeks from today’s date.
- Starts / Due within the next XXX days—Sets the date range between a user-specified number of days; the default is “
3”.
- Priority—Filter by task priority.
- Status—Filter by tasks with a specific status, including custom statuses.
- Tags—Filter by the tags associated with each task.
- Type—Filter by specific task types.
Task Values Section
Selections made in the Fields section will populate a list in the Task Values section. For example, if you select Assignees as the task field type, all the team members assigned to tasks in this project will appear in the middle section.
Select checkboxes and/or radio buttons to the left of the task values that you want to filter by. You can create any combination of available field types and task values.
The individual values you choose to filter by in the Task Values section will appear in the Applied Filters section.
Some task fields—such as Assignees and Tags—give you the option to apply Any or All logic to the filter selection. When available, these options appear at the bottom of the Task Values section:
- Any—Meaning ANY of the selected values can be present in the task(s). For example, you can specify that only tasks assigned to either James or Mary are included in the results.
- All—Meaning ALL of the selected values must be present in the task(s). For example, you can specify that only tasks assigned to both James and Mary are included in the results.
Applied Filters Section
The Applied Filters section contains all the values you've added to the filter.
Each time you add or remove values or toggle between Any and All, the number of results that will appear in the Task Tracker is shown in the upper-right of the Applied Filters section.
You can update the Any or All logic by selecting ANY or ALL above the task values and to the right of the field name.
If you want to remove a value from the filter, click the Clear icon to the right of a value name.
Alternatively, you can remove all values from the filter by clicking Clear All.
When you are finished configuring your filters, click the Apply Filters button. The Filters modal closes and the results in the Task Tracker will reflect your selections.
Quick Filters
After you apply filters, each field type with selected values displays as a Quick Filter in the toolbar, indicating that these filters are active and contain the specified number of selected values. These Quick Filters display until you leave the page or manually clear the filters.
Selecting the Filters button again reopens the Filters modal, allowing you to adjust the selected fields and values. You can also quickly update the values for Quick Filters by selecting the filter from the toolbar, selecting (or deselecting) the values you want, and selecting Apply.
If you want to completely clear the current filters, select the Clear All link to the right of the Quick Filters. This returns the page to its unfiltered state. You can also select the Remove icon of a filter to remove the applied filter.
Pinned Filters
You can pin filters that you use frequently so they will always appear in the toolbar when you visit the Task Tracker.
To pin a filter, open the Filters modal and click the Edit icon in the top-right corner of the Fields section. In edit mode, you can select all the filters that you want to pin and you can drag and drop to rearrange the order they display in.
When you’re finished, select Save Pins, then Apply Filters. These pinned filters will now appear in the toolbar for all projects.
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