Project filters

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Planfix offers flexible project filtering using complex conditions:


You can:

  • create your own filters;


  • switch between filters;
  • control whether or not a filter is visible in the left-hand panel;
  • add columns to the list of projects displayed by a filter (this includes Custom project fields that you have added to Planfix);
  • combine filters into groups;
  • share the filters you create with coworkers and clients;
  • perform bulk actions on filtered projects.

In Planfix, filters for projects, tasks, and contacts all work in the same way. For more information about basic filter procedures and settings, see the Task filters article.

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