Adding Filters

Use filters to highlight specific processes or tasks.

Context

If you have many processes and tasks, you may want to limit the number that are displayed. Filters are applied in the view you’re currently working in. For example, if you filter your events in the Calendar view, the filter settings won’t affect the Gantt and the List view.

You can apply filters to the following attributes:
Filters
Style Status My Roles Due Type
Default Inactive Owner Select All or one of the other options General Task
Styles that you add Open Assignee   Data Locking Task
  In Progress Reviewer   Input Task
  On Hold Shared   Process
  In Review None    
  Accomplished      
  Canceled      

Procedure

  1. To display the filter toolbar, from the main toolbar, select (Filter).
  2. Select (Filter Data) and then select the filters.
  3. When you have made all your choices, select again to close the dialog and display the filters.

Results

Your filters are displayed in the filter bar. You can select the options in any of the filters to add or remove options.