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Task Tracker Filters

Available in: Enterprise and Premier

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 (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. 

Click the Filters button on the Task Tracker toolbar to open the Filters modal. 

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Filters Modal

The Filters modal is where you select all the task elements (fields and values) for the filter; it’s divided into three sections. Across the top of the modal are breadcrumbs that indicate which project you are filtering, followed by the location within Mavenlink from which the modal was accessed. Click the Close (“   ”) button to the right of the breadcrumbs to exit the Filters modal.

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You can use the Search field(s) at the top of the Fields and Task Values sections to quickly locate a specific field type or task value. This is a reductive search that narrows what you currently have available to choose from. As you begin typing the first few letters, all results that match your query will appear below the Search field. 

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Fields Section

The Fields section (the first pane on the left) contains all the available, filterable task field types: Assignees, Due Date, Priority, Start Date, Status, Tags, Type, and Views options.

Note: Custom Fields are not currently included as a filterable task element, but will be added in a future release.

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Here are the filtering options that appear in the Fields section:

  • 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. Here's what you can choose:
    • 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; this allows you to focus on tasks that may require more attention than others in the project.
  • Status—Filter by tasks with a specific status; this includes custom statuses.
  • Tags—Filter by the tags associated with each task. You can select multiple tags when filtering results.
  • Type—You can choose to filter by specific task types.
  • Views—You can choose to include Archived tasks.


Task Values Section

Selections made in the Fields section will populate a list in the Task Values section (the middle pane). 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 (or de-select) checkboxes and 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.

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The individual values you choose to filter by in the Task Values section will appear in the Applied Filters section (the last pane on the right).

Some task fields (such as Assignees and Tags) give you the option to apply Any or All logic to the filter selection (similar to AND OR Boolean operators). 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.

Any-All-Filter-Selection.png 

Applied Filters Section

The Applied Filters section (the last pane on the right) contains all the values you've added to the filter. 

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Each time you add or remove values or toggle between Any and All, the number of results to appear in the Task Tracker (after applying the filter) is shown in the upper-right of the Applied Filters section.

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If you accidentally choose the wrong Any or All logic in the Task Values section, you can quickly change it here by clicking on an underlined ANY or ALL toggleable link above the task values and to the right of the field name.

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If you want to remove something from the filter, click the Clear (“   ”) icon to the right of a value name.

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Alternatively, you can remove all values from the filter by clicking Clear All.

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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.

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When you return to the Task Tracker, the Filters button will appear outlined, indicating that filters are active; the number of filters currently applied is shown to the right of the button name.

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If you want to completely clear the current filters, click the Clear (“   ”) icon on the Filters button; this returns the Task Tracker to its unfiltered state.

Clicking the Filters button again reopens the Filters modal, allowing you to adjust the selected task fields and values. Your previous selections are stored in the modal until you leave the Task Tracker or manually clear the filters.

Task Tracker filters are not persistent; that is, if you log out or leave the Task Tracker and then return, Mavenlink does not remember or reapply your filter selections.

However, if you copy or bookmark the URL of the Task Tracker while filters are applied, you can easily reapply the same filters (as the same user) after clearing them, or signing out and logging in again. Essentially, this is a way to save your filters for easy access in the future.

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