TL;DR: We’ve added more filters, and they’re awesome!
Filters — Who knew that one tiny word could give you so much power?
Power is exactly what this latest addition to Teamwork Projects delivers. Over the last number of weeks we’ve been working on a complete overhaul of the filters so you have a whole new level of ease and convenience to your workday.
Today, we’re excited to share these amazing new filtering options with you.
Why we made filters a priority
The new filters will allow you to sift through extraneous information access the key information you need to gain useful insights or make crucial decisions on important projects in your company.
As you know, reporting is one of the main features listed on our roadmap. When we listened to feedback from our customers about this, we realized that we could significantly improve reporting by refining the filters feature. Reporting is still a priority for us, and filters helps pave the way for this.
We’ve had lots of requests for different filters. However, if we were to keep adding more options to the original format, it would be more cluttered and more difficult to use.
Instead, we moved the filters to the sidebar where they can be clearly displayed and easy to access. You even have the option to drag the sections within the filter panel so you can position your most-used criteria at the top. Now you can find filters in the same place across the app so you can work faster and smarter. It also reduces the learning curve for someone who is new to the app and learning how things work.
The real power in this update though lies in the granularity of the available filters. Each top-level section allows you to filter by one or more projects so you can narrow your search quickly.
This update also gives you the option to choose multiple criteria. Previously, you could only filter by one assignee/date/tag etc., but the new filters allow you to filter by multiple assignees, dates, and tags plus other fields. With all of these details, you’ll have more control over any project that you’re working on. Remember, you can collapse or expand the filter panel whenever you need to.
New Feature – Saved filters
Along with the updates to filters, we’ve also added a new option to save filters that you use frequently. This adds so much simplicity to your work, especially if you depend on the same filters to help locate information quickly. If you have a recurring request, simply apply the saved filter, and boom — you’ve got what you’re looking for. You can easily switch between saved filters at any time, delete the saved ones, or add more.
To highlight the power of the changes we’ve made we’re going to showcase a few specific features of filters. It is these improvements in particular that have been heavily requested by many of our users.
Filtering by multiple people on the calendar
If like us you love storing every company event in your calendar — from off-site meetings to vacation days — then this will be a huge help to you. Imagine you want to have a team meeting for the first day of the month. You can use this filter to select everyone on your team and see if there are any other events booked on that day or if anyone is out of the office.
Filtering by a project tag on the project chart
This highly-requested addition to Teamwork Projects allows you to filter the project tags on a chart so you can instantly access the projects with the specific tags you’re looking for.
Custom date range filter: Everything >Active tasks
Instead of being limited to predefined date ranges, you can now filter a custom range of dates in Everything > All active tasks. You know by now that we love to keep our app flexible, and the ability to filter those custom date ranges does just that.
Blocked tasks filter: Everything >Active tasks
Subtasks and dependencies are at the core of the task hierarchy in Teamwork Projects. However, sometimes you want to be able to see tasks that are actionable right now. This is where the blocked tasks filter comes in. You have the option to either show or hide tasks that are blocked from being completed by subtasks or dependencies.
Filter time logs by task tags
We know the importance our users place on the time logging feature within Teamwork Projects and the need for being able to filter and analyze specific time logs. For example, if you’ve tagged a task with “editing” and logged time against it, you can now go to Everything > time and show just the time logs against any tasks with that tag.
Filter: Everything — Workload
The workload tab is the moment of truth between estimated time and that all-important logged time. We’ve added a variety of filters to make viewing and analyzing that data even easier. The filters we’ve added to this section are:
- Filter by project
- Free text search on task names
- Filter by task assignee
- Filter by tags
- Filter by custom date range
Dive deeper into the workload data of any project with this new filter.
Filtering by column in projects task list view
When we made our foray into board view a few months ago, our vision was to give you the ability to use both board view on tasks and list view in a way that meant you never had to compromise information. This latest filter means that when you’re working in task list view, you can filter by column so that you’re only seeing tasks in that column. For example, if you had a column called “completed,” just filter by that term in list view and you’ll see all the tasks from the “completed” column.
Filter: Show/hide columns in board view
A project manager who needs to give a quick update to a client might just want to see the column with started tasks and the the column with completed tasks. This filter allows you to select only the information that’s important to you.
Give filters a try
This is just the tip of the filter iceberg. There is so much more you can do, so for additional information on all the filtering options, you can check out this article from our Help Docs site.
When we started scoping out this feature update, the objective was to give you exactly what you asked for: complete power and control over the projects you’re working on without cluttering up your filters. When projects are progressing, we spend our time mining information so that we can keep on top of things and report back with the details. As deadlines get closer and pressure mounts, use filters to zip through the noise and navigate to the important information.
Have you had a chance to create new filters already? We would love to hear how these are helping you in your day-to-day workflows.
**Note: Saved filters are available to users on all paid plans.