Learn how to use the filter in Forecast to focus on specific elements (e.g. projects, tasks, people).
- The filter can be used to narrow down the lists and views in Forecast to focus on specific elements.
- Save filters that you use regularly.
With a growing amount of projects and tasks in your Forecast account it can be hard to focus on the elements that you need in a specific situation. The filter helps you to find exactly the projects, tasks and people that you are interested in.
Filter your views in Forecast
You can access the filter on the following pages in Forecast:
- My Work
- Team Timesheet
Step 1: Click on the filter icon in the top right corner of the page
Step 2: The filter will slide out at the right side of your screen.
Step 3: Select the property that you want to filter on, open the corresponding drop-down menu and choose the characteristic that you want to filter for.
You can repeat this and filter for more than one property at the same time.
Save your regularly used filters
Step 1: After you applied the filter as described above you can save the applied filter with the green save button.
Step 2: Type in a name for your filter and press enter to save the name. You saved filter appears on top of the filter slide out.
Step 3: You can edit or delete the saved filter by clicking on the three dots next to the filter name. If you have more than 3 saved filters you can also mark you favorite filters to be shown in the easy access option (see step 4).
Step 4: To quickly access your saved filters you don't have to open the filter slide out, you can find your saved filters by clicking on the arrow next to the filter button.