Quick Filters in the Lists Section

We’ve added quick and easy access drop-down filters to the Lists section. With this, you can quickly and more efficiently filter a List to pull up Items you want to see. This is great for creating custom Lists and Reports as well as filtering for specific Items in a timely manner. 


We’ve added some of our most commonly used filter rules to quickly apply to your List. These are:

  • Your Role on the Team of the Item

  • The Item’s Status

  • The Item’s Location

  • The Item’s Workflow Type

  • The Item’s Template Type

How do I use these Quick Filters?

To use the quick filters:

  • Go to the Lists section .

  • Click on the desired drop-down you want to apply a filter to and select the corresponding criteria.

  • The list will automatically apply those rules to your List.

  • Click the or in the top right corner to collapse or expand the quick filters on your List, respectively.

NOTE: The filter criteria applied in these filters will work in conjunction with the filters you apply in the .


See also: