Filtering by custom fields

Activity Center > Views > Advanced filters

You can filter items in Activity Center by custom field values. For example, you want to sort activities by a date custom field named 'Kick-off Meeting Date' which has today's date for its value.

 

Filtering is only available for the following types of custom fields:

- Text;

- Date;

- Yes/No;

- List.

 

The procedure described below is similar for filtering projects. The difference is that the custom fields must be created for projects beforehand and assigned values.

 

 

As a precondition, Kick-off Meeting Date custom field of date format must be created beforehand, and should be assigned a value for all or some of activities.

Refer to Custom fields: adding and modifying and Custom fields: assigning value to to learn more.

 

To filter out activities by the custom field:

 

1.

Open Activity Center.

2.

Click the advanced filters button ().

3.

Go to Custom Fields tab.

4.

Click the 'More' button to access available filters.

5.

Select the appropriate filter (Activity > Kick-off Meeting Date).

6.

Under Filter by timeframe, select Today and click 'Apply'

7.

The list will be updated to show only activities with today's date as the value of the custom field.

 

When filtering projects, select the appropriate Project > ... custom field on Step 5 above.

 

 

Canceling filters

 

To cancel filtering:

 

1.

Close active filters displayed as boxes at the top of filtered list by clicking 'X' at the right top corner.

 

 

Canceling filters