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Filter Projects

Filtering projects improves organization, speeds up access to key information, and enhances overall project management efficiency.

Updated over 2 weeks ago

Use these steps to filter projects in our web app:

  1. Log in and Access Projects

    • Once you've logged in, select Work from the sidebar menu and click on Projects.

  2. Open Filter Options

    • Click on the filter icon to reveal the available filter options.
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      View and manage project details such as status, category, and facility location from the Projects section.

  3. Add Filters

    • Select the corresponding filters you wish to apply to narrow down your project search.

  4. Apply Filters

    • Click on Apply Filters to display a new list of projects that meet your criteria.
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      Use filter options like asset, category, and status to narrow down project lists efficiently.

  5. Remove Filters

    • To remove the applied filters, click on the X icon next to the filter icon or reopen the filter options and select Reset Filters.
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      Quickly clear selected filters in the Projects section to return to the full project list.

  6. Use the Search Field

    • You can also filter projects by typing the project name directly into the search field.
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      Use the keyword search bar to find specific projects by name in the Projects module.
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