The filters are currently undergoing a revision. The new version of the filter is currently only available in the list and board view in a project. In all other views the 'old' filter is still active.
More is already in the works:
- Activation of the filter for all other views (timeline, portfolio list/board, times, main menu item tasks)
- Extension of filterable fields and selection options (e.g. custom workflows)
- Various UI/UX enhancements and adjustments
Filters can be applied to the displayed tasks or projects in different places in smenso. Filters can also be used to make more complex selections of multiple fields. Filters can be applied with
OR operators and can be nested in groups.
- In the List, Board or Timeline views above the content you will find a button called
- In the filter dialog, select which field you want to filter by:
- Select in the selection field next to it (here
equals), choose how the filter should be applied to the field.
Depending on the field, different options are available here, e.g.:
is not empty
For date fields, there are additional possibilities, e.g. late, in the future, or next month.
- In the next selection field you can choose a variable that differs depending on the field. Using the example of the field
Labelthe available labels will be shown:
Using the example
Due date, the combination
is not emptyshows all tasks with a due date.
- If you want to apply the filter selection, click on
Apply filter. This will apply the filter in the background, but the filter dialog will remain open in case you want to make changes. You can exit the dialog by clicking on the
xor outside the dialog.
(If no filter criterion is selected, the button remains grayed out.)
- The filter button gives an indication of how many filters are currently active. Here, for example, one filter is active:
Applying a combination of filters
If you want to make the selection even more specific, you can add more filters:
- By clicking on
+ Add filteryou can add more filter criteria and thus combine several filters, e.g. you could display all tasks that are due this week and assigned to a certain person.
- For the mentioned example filter, select the operator selection field to the left (1) of the field selection and choose
- You can add more filters.
+ Add filterbutton will only show as soon as you entered your first filter criterion
- You can remove individual filter criteria via the
Using filter groups
If you want to apply and combine different operators, you can also create filter groups and combine them with
- If you use
AND, you will get values, that match all filter criteria. If you use
OR, the filter will show results that match at least one criterion.
- Within filter groups you can also us the
- You can also combine several filter groups.
- Open the
- Choose either
Turn into groupor
Group with element above / below, to create a group
- Within the group you can also add more filters and use the operators
••• menu, there are different ways to unwrap a group or remove individual criteria from the group:
Filter groups can also be nested further. To do this, simply create a group within a group:
This way, a wide variety of filter queries can be created. For example, find out which tasks are late, assigned to a specific person, or that are in the Creation folder and are either of the type (a flavor) Bug or Task:
Filters and views
Views will take filters into account, i.e. you can also save more complex filters by saving the filtered view under its own name.
It depends on the view you are in which filters are available.
In a project
- List view
- Board view [A limited, simple filter is currently still active in the board view].
- Timeline view [A limited, simple filter is currently still active in the timeline view].
The following filters are currently available
- Title: Enter a name or part of a name of the task/project here.
- Flavor: Filter by your individual flavors created in your workspace (custom fields). Most flavors can be filtered, e.g. list flavor or number flavor.
- Label: Set your filter to match specific labels or filter for data that does not have a label
- Assigned: Filter by people assigned to tasks
- Team: Filter by teams
- Planned/Actual costs and Planned/Actual effort: The standard fields for cost and effort are also filterable
- Folder: Show only tasks/projects that are in a specific folder, or specifically not in a folder
- Attachment: Show tasks with or without attachments
- Priority: For example, filter out low priority tasks that do not need immediate attention
- Status: Select tasks with a specific system status as filter criteria
- Date fields: Filter tasks with a fixed selection of a date or a specific date range.
In the portfolio
- Portfolio Board view
- Portfolio List view
- Portfolio Timeline view
[Limited, simple filters are currently still active in all portfolio views].
Search in list views
Not the same as our filter, but if you need to do a quick search, you can search for content in list views (in the portfolio or in the project) using the search bar.
- Click in the search box
- Enter a search term
- The result is highlighted in yellow
To delete the search term again or return the list to its original state, click the
x on the right side of the search bar.
The Only Me filter
In the list view in a project there is a quick filter button called
Only me for tasks assigned to you. You can activate it in two places:
- At the far right edge of the search bar:
- In the filter dialog:
The buttons are always synchronous, i.e. no matter at which of the two places you activate or deactivate the toggle, it will also be activated or deactivated at the other place.
The function has special properties:
- Basic function is to display tasks that are assigned to you or more precisely, where you are among the assignees (after all, there can be several assignees in tasks).
- If the
Only mefilter is activated in the list view, the number of filter criteria is automatically set to 1 or increased by 1 if there are filters active already.
- If the
Only mefilter is combined with other filters, it is always considered to be linked with an
Only mefilter is equivalent to a filter by
me, where "me" is dynamic and means the current user.
Using the Only Me Filter in shared views
Only me filter is dynamic. This means that you can also save the filter in views so that other members in the workspace can use it.
Thus, views with
Only me filter can be created and shared with other members in the workspace, with the result that sees only the tasks assigned for himself.