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
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
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.
Viewing My Projects from Project Planner
If you are assigned to any projects, you can quickly filter for the projects you have been assigned to by taking the following steps:
From the Project Planner
Click Filter > My Projects
Viewing My Projects from People Planner
If you are assigned to any projects, you can quickly filter for the projects you have been assigned to by taking the following steps:
From the People Planner
Click Filter > [Your Name]