Filters are available throughout WeTrack on Projects, Tasks, Departments pages, and more. Use filters to narrow what you see to only the information you need on any page.
WeTrack uses AND logic for filters. When you add more than one filter criteria, results must match all of the selected criteria.
The Filters option appears along with applied filters at the top right of each page. Saved filters and search bars appear to the left of the Filters option.
Save Filters
You can save filters to reuse them without having to set the same criteria each time.
To set and save filters:
- Click Filters. The Filters drawer opens.
- Select the filtering criteria.
Once all filters are set, you can apply them without saving or save them for future use.
Once saved, the filter cannot be updated.- Click Apply to set the filters on the page without saving them. You can open the Filters drawer later and save the filter at that point.
- To save the filter, click Save Filters. In the Save Filters modal, add a title and click Save. Click Apply to close the Filters drawer.
Click Saved Filters to view a list of saved filters and select one. You can also click the pencil to edit the name of the filter or click the trash can to delete it.