Overview
Organizing and customizing the project list's view helps users to prioritize, focus, and efficiently access their work.
User Access
All GUIDEcx users can utilize project filters. Yes, even your customers!
How to Create, Save + Set a Default Filter in 6 easy steps
CREATE - Select "Filter" at the top right of your project list
Select all desired filters, & click on "Apply"
SAVE - Select "Save to my filters"
Name your new filter & click on "Save"
SET A DEFAULT - Click on "My Filters"
Select the circle next to the filter you want to be your default filter! Now whenever you log in it will default to the selected filter!
Best Practices
Guides, Managers & Admins - Save multiple filters that you can easily toggle between different lists of projects depending on what you are needing to view!
Utilize project tags + filter by tag!
Projects that match ANY of the selected values will be returned with the filtered results.
Use the AND/OR dropdown to filter for projects that include either one filter OR another, or BOTH selected filters.
FAQs
Who can see my filters?
Who can see my filters?
Filters are specific to the user who is creating them.
What is a default filter?
What is a default filter?
Your default filter is what filter will be applied whenever you click on your projects page.
Can I create more than one filter?
Can I create more than one filter?
Absolutely! Save as many filters as you would like. The more the merrier!
Can I update a filter?
Can I update a filter?
Select the filter you are wanting to update, make the changes you are wanting, then hit "save to my filters" and make a new filter with your updates! We recommend deleting the older saved filter.