Project List
Save your filter settings on your Project List
Task List
Project List
Navigate to the Project List
You can apply filters using the top section of this page
In the top row of the filters, you will see:
- Dropdown Option that you can change from List View to Board View
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Download CSV button
- export your project list with this button
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Reorder columns options
- this will open a modal where you can check which columns you wish to see in your Project list (left hand side) and the ability to reorder your visible columns (right hand side)
- A millisecond count of how long it takes to load your Project List
- + Create Project button
- You can create new projects from this button
Switching over to Board View
You can view your Projects as a kanban board organized by your Project Status as the lanes
You will notice that your options to download a CSV and reorder columns will disappear. If you wish to do either of those things, you must be in List View
In the bottom row of the filters, you will see:
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Dropdown option to add additional filters
Selecting each option will add an additional dropdown or search field in bottom row filter area to help further organize your Project List
- Dropdown option to select either All Projects or My Projects
- you will be able to see and filter either the entire list of projects on the account or only projects that you are the project manager or collaborator on
- Search field where you can search by specific key words to narrow down your project list even more. Part of the project name works the best here
- A count that tells you how many projects are appearing in your list due to your filters out of a total amount of projects
Filtering Archived Projects
If you have a lot of projects that you have archived, you can easily filter them out. Archived Projects have a red (Archived) text next to their name
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- Click on Add Filter
- Select Project Status
- Check the Hide archived Project checkbox
After you have set your filters, you can further refine them or add additional filters by using the new dropdowns and searches that appear. You will see a little number in parenthesis to the right of each filter you added which represents how many filters from that particular category are applied
There will also be a trashcan button that appears on the right hand side of the filters which you can press to clear out all of the filter selections you made
| You can filter by Manager and collaborator on the account. If you just fitler by manager, it will only show projects where that selected person is the project manager. If you filter only by collaborator, it will so all projects where that person is invited (whether they are a project manager or just a collaborator, just any project |
If your project list appears empty, that means you have no projects on your account that meet the filters you have selected. It is best to clear your filters and start again or click on the x button to the right of your filters one by one to clear them out
Save your filter settings on your Project List
If your workflow involves filtering your list by a few different criteria, you can save each one by pressing the save button to the right of the Project List tab at the top
Make sure to give each filter a unique name that you can remember easily what criteria the filter is for
Task List
Navigate to the Task List
You can apply filters using the top section of this page
In the top row of the filters, you will see:
- Dropdown where you can switch from List view to Calendar View to Board View
- Get Calendar Link button
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Download CSV button
- export your Task list with this button
- A millisecond count of how long it takes to load your Task List
- Use Original List
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if you are on the Original List already, the button will say Use Beta List
It is recommended to use the Beta List - this is the list that is on by default. The original list will take much longer to load
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You can set all of your filters in the bottom section. This appears slightly different than the Project List. You will notice that all filters available to you are showcased as dropdowns with no additional filters to add in the section.
The filters you can change in the Task list are:
- All Projects or My Projects
- this will either show all tasks in the entire account, or you can filter it down to show only the tasks available on projects you are either assigned or a collaborator on
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Task status
This dropdown may appear much different for you depending on if you have set up any Custom Task Statuses inside of your settings for your account
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Project Status
This dropdown may appear much different for you depending on if you have set up any Custom Project Statuses inside of your settings for your account
- Select Assignee...
- you can select one or more users or collaborators which have been assigned tasks in your projects
- Select Tags...
- filter your list by tags if you have applied any to your tasks
- Title Search search area
- search your tasks titles by keywords
- Checklist
- this is a toggle that will display any checklist items if you have any in your tasks
- this option is off by default
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A checklist item inside of a task must be assigned to at least 1 collaborator or user in order to count as a task
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a checklist task will appear as a checkbox instead of a status circle in the list
- Use the trashcan icon on the right hand side to clear your filters
| You cannot save your filters on the Task List like you can on the Project List |
List View
This is what the List View looks like - it is the standard/default view with sortable columns
Calendar View
This is the Calendar View. It will display only the tasks that have due dates. If you use this view and you do not see any tasks, it either means that nothing is due in your selected month, week, or day, or you do not have any tasks that have due dates
Board View
This is the Board View. It resembles the Project List board view where it is a kanban board using Task Statuses this time to sort tasks into specific colulmns