How do I filter an overview?

Set your own filters in the project, customer and user overviews to build custom views.

Lucas Bauche avatar
Written by Lucas Bauche
Updated over a week ago

To set a filter, simply click on the filter icon on the right above the table/list. You'll be able to create new filters or load a saved filter.

Depending on whether you are in the project, customer or user overview, you will be provided with different filter options.

When creating a new filter, you can save it using the Save as new button. Enter a name for the filter and press "Enter" or the Save as new button.

โ˜๏ธ Hint: By the way, the filters in the Project Overview are the same ones you'll be able to select or create on the Dashboard for the Projects widget. Changing the filter will also affect the other view.

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