Project Planner

Search

You can quickly search your projects by typing in the search input.


The search query can match the:

  • Project name

  • Project client name

  • Project team name

  • Project tags

  • People working on a project

Filters

Choose from the following filters:

  • Starred

    Only show the projects that you have starred

  • Client

    Only show projects for a particular client or set of clients

  • Project Tags

    Only show projects that have at least one of the selected tags.

  • Primary Team

    Only show projects that are assigned to one of the selected teams.

  • Project

    Only show projects that are in the selected list.

  • People

    • Person

      Only show projects that have been assigned to at least one of the selected people.

    • Team

      Only show projects that have been assigned to people from one of the selected teams.

People Planner

Search

You can quickly search your projects by typing in the search input.

The search query can match the:

  • Person name

  • Assigned project name

  • Assigned project client name

  • Person team name

  • Person role name

  • Person tags

Filters

Choose from the following filters:

  • Starred

    Only show the people that you have starred

  • Role

    Only show people that are one of the selected roles

  • People Tags

    Only show people that have at least one of the selected tags

  • Team

    Only show people that are in one of the selected teams

  • Relationship

    Only show people that are Contractors or Employees

  • People

    Only show people that are in the selected list

  • Project

    Only show people that are assigned to at least one of the selected projects

Filter Logic

OR Logic

Each filter within one list of items uses OR logic.

For example, a "Person Tags" filter that has Angular, Rails and React tags selected will match any person that has the Angular tag OR the Rails tag OR the React tag.

Selecting more tags can only increase the number of people visible.

AND Logic

When you add multiple filters, they use AND logic.

For example, having both the "Person Tags" and "Role" filters will only show people that have at least one of the selected tags (Angular, React or Rails) AND also have the role "Developer".

Adding more filters can only reduce the number of people visible.

Filtering multiple tags with AND logic

If you want to view only projects that have multiple tags, you can add the "Project Tags" filter multiple times, once for each tag you want to match.

For example, here we have two "Project Tags" filters to match only projects that have both the Mobile App AND Website tags.

The same approach works for filtering people by their tags using the "Person Tags" filter.

Saved Filters

To save your filters and use them again later, click on the Save button. Give the filter an easily identifiable name.

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