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Dashboard Filters Guide: Actions, Projects, and Time

This guide covers all available filters for Actions, Projects, and Time reporting.

Donnell Tanadi avatar
Written by Donnell Tanadi
Updated over a week ago

Action Filters

Project & Team Filters

  • Projects - Filter by specific projects or select all projects

  • Project Owners - Filter by who owns the projects

  • Teams - Filter by team assignments

  • Phases - Filter by project phases (if enabled in your workspace)

People & Assignment Filters

  • Assignees - Filter by who is assigned to actions

  • Role - Filter by user roles within projects

  • Completed By - Filter by who completed the actions

  • Created By - Filter by who created the actions

  • Users - General user filter

  • User Tags - Filter by tags applied to users

  • Project Tags - Filter by tags applied to projects

Status & Progress Filters

  • Action Statuses - Filter by action status (To Do, In Progress, etc.)

  • Priority Levels - Filter by action priority (High, Medium, Low)

  • Overdue - Show/hide overdue actions

  • Urgent - Filter urgent actions

  • Milestone - Filter actions associated with milestones

  • Risks - Show actions marked as risks

  • Labels - Filter by action labels/tags

Date & Time Filters

  • Due Dates - Filter by action due date ranges

  • Completed Date Range - Filter by when actions were completed

  • Created Date Range - Filter by when actions were created

  • Checked Date After Deadline - Actions checked off after their deadline

Action Management Filters

  • Archived Actions - Include/exclude archived actions

  • Completed Actions - Include/exclude completed actions

  • Subactions - Include/exclude sub-actions

  • Action Card Title - Search by action title text

Agile & Review Filters

  • Agile Sprints - Filter by sprint assignments

  • Review Rounds - Filter by review stages

  • Review Stages - Filter by specific review stages

  • Approved Stages - Filter by approval status

Custom Fields

  • Action Custom Fields - Filter by any custom fields configured for actions

  • Project Custom Fields - Filter by any custom fields configured for projects

Project Filters

Basic Project Filters

  • Projects - Select specific projects to include

  • Project Owners - Filter by project owners

  • Project Statuses - Filter by project status

  • Teams - Filter by teams assigned to projects

  • Templates - Include/exclude project templates

  • Draft Projects - Include/exclude draft projects

Date Filters

  • Date Range - General date range for projects

  • Project Date Range - Specific project timeline dates

  • Created Date Range - When projects were created

Budget & Cost Filters

  • Project Budget Range - Filter by project budget amounts

  • Project Other Costs Range - Filter by additional project costs

Project Management

  • Archived Projects - Include/exclude archived projects

  • Urgent - Filter urgent projects

  • Role - Filter by user roles within projects

  • User Tags - Filter by user tags

  • Project Tags - Filter by project tags

  • Project Custom Fields - Filter by project-specific custom fields

Time Filters

Time reporting offers the most comprehensive filtering options, with different sets of filters depending on the specific time metric you're reporting on.

Core Time Filters

  • Projects - Filter time by specific projects

  • Project Owners - Filter by project ownership

  • Users - Filter by team members

  • Role - Filter by user roles

  • Teams - Filter by team assignments

  • Placeholders - Include resource placeholders

Time Categories & Billing

  • Time Categories - Filter by time entry categories

  • Time Categories Billable - Filter by billable vs non-billable time

  • Confirmed Resource Assignments - Filter by confirmed assignments

  • Leave Types - Filter by different types of leave/time off

Action-Related Time Filters

  • Action Statuses - Filter time by action status

  • Completed Actions - Include/exclude time from completed actions

  • Checked Date After Deadline - Time logged after deadlines

Timesheet-Specific Filters (for timesheet reporting)

  • Timesheet Statuses - Filter by timesheet approval status

  • Timesheet Approver - Filter by who approves timesheets

Date & Project Filters

  • Archived Projects - Include/exclude archived projects

  • Date Range - General time period filter

  • Due Dates - Filter by action due dates (where applicable)

  • Project Date Range - Filter by project timeline dates

  • User Tags - Filter by user tags

  • Project Tags - Filter by project tags

  • Draft Projects - Include/exclude draft projects

Custom Fields

  • Action Custom Fields - Filter time by action custom field values

  • Project Custom Fields - Filter time by project custom field values

Filter Tips

  • Multiple Selection: Most filters support selecting multiple options

  • "None" Options: Many filters include a "None" option to capture unassigned items

  • Date Ranges: Date filters support both preset ranges (This Week, Last Month) and custom date ranges

  • Custom Fields: Custom field filters adapt to show the specific fields configured in your workspace

  • Filter Combinations: Combine multiple filters to create highly specific reports

Filter Availability by Report Type

Different dashboard widgets will show different subsets of these filters based on what data they're designed to display. The system automatically shows only the relevant filters for each widget type to keep the interface clean and focused.

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