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
Employment Type
Only show people that are Contractors or Employees
Person Type
Only show people or placeholders
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.