Knowledge Base

How to configure and use smart filters

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1. Go to the Projects tab > Project list and click Advanced search. Select the criteria to use with your smart filter.
project list

2. Click the Save as Project filter button, a popup will display. Enter a name for the filter, choose the property to sort by and the ascending or descending order of projects, and click the Save button.
setting a project filter

3. Return to the Project list and click the Filter dropdown menu to select the newly created filter.
applying a project filter

4. The active filter is displayed next to the Filter dropdown menu. Click the x on the Filter name to clear the filters or select a different one from the dropdown menu to change the views.
clearing a project filter