Filters

In this article:

Most screens use a filter setting to limit how many items appear on the screen. For example, in a plan, archived projects are filtered out by default. Any user can adjust a screen's filter to further limit item's in view or expose hidden items to access them.

How to Use the Filter

At the top of the screen, select the filter option > if necessary, open a category of filters such as "State" or "Stage" > check an option to turn it on or uncheck an option to turn it off.

Example Filter Options

Plan or Work Breakdown

To-Do List

Messages

Access/Security:

Any user with access to a screen can adjust the screen's filters. However, those filter settings will only persist for that specific user.

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