Configure your task filters.
A filter allows you to display only certain data, according to certain criteria.
These criteria are specific to Project Monitor.
A user can set the default filter selected when logging in.
There are two types of filter: static and dynamic.
- static filter A list of objects set manually by the user, which only changes if the user modifies it. This is a saved filter.
- dynamic filter a list that automatically updates itself according to predefined criteria (attributes, attachments, etc.), integrating new objects that meet these criteria.
Filters can be :
- Private: visible and usable only by their creator.
- Public: accessible and usable by all platform users.
Private task filters
Permet de transformer le filtre privé en un filtre public.
Rights required : Creating public task filters
Permet de supprimer un filtre privé.
Permet de supprimer plusieurs filtres privés à la fois en les sélectionnant.
Permet de définir un filtre privé comme par défaut dans la liste des filtres.
A small tick will appear on the line of the filter set as default.
Il est possible d'enlever un filtre par défaut lorsque l'on souhaite appliquer un filtre sur un écran (liste des projets, ressources, tâches ou échanges). Le filtre par défaut réapparaîtra à la prochaine déconnexion/reconnexion.
Droit requis : Aucun droit dédié n'est requis pour pouvoir créer, éditer ou supprimer un filtre privé.
Permet de créer un nouveau filtre privé.
Permet de modifier un filtre privé existant.
We can have a filter All projects or a filter that works with criteria.
This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.
Click on Register to apply the filter and
Close to return to the list.
This button is used to sort :
- in ascending order on first click (down arrow)
- in descending order on second click (arrow up) A third click on this button removes the sorting.
Sorting is performed on the header of a list in the application: list of views, users, projects, etc.
Creating and modifying a private task filter
This screen lets you create and modify a private task filter (accessible only to the user who created it) and view the projects affected by this filter, whether dynamic or static.
Droit requis : Aucun droit dédié n'est requis pour pouvoir créer, éditer ou supprimer un filtre privé.
Here are the fields found in this screen:
It is also possible to select links for the filter. The names of these fields are those of the hierarchies created in the platform.
By clicking on this button, a list of tasks corresponding to the selection/criteria defined appears at the bottom of the screen.
Allows you to copy the criteria of a public filter and create a new private filter. When you click on this button, a window appears. You will be able to change the name of this new filter from public to private, i.e. accessible only to you. The new filter will use the same criteria as your public filter.
Validates your changes. This may redirect you to the previous page on some screens.
Permet de supprimer un filtre privé.
Displays a list of modifications made to this filter by all users.
Stocks are sorted from the most recent to the oldest date.