Filters

From PlanFix
Jump to: navigation, search

Filters can be used when working with lists of objects in sections such as Projects, Tasks, Contacts, etc.


trnLBS.png


Filters are used to make it easier to find the object or list of objects you need while working. For example, the best way to see all tasks that are currently on your plate is to go to the "Tasks" section and select the "Inbox" filter

  • You can create filters with complex conditions to quickly access desired tasks (or other objects).
  • Filters can be dragged and dropped anywhere within a section.
  • You can set a default filter, which will open when you go to each section (Tasks, Projects, Contacts, etc.).
  • Filters can be put together into filter groups.


Go To