Using filters

Apply filters

Filters can be applied at various points in smenso to the displayed tasks or projects. They allow complex selections and can be combined with AND/OR links or nested in groups.

1. In the List, Board or Timeline views, the Filter button is located above the content.
   
   
   
2. In the filter dialog, you can select a field to filter by.
   
   
   
3. Then you can set a condition for the selected field.
   
   
   Depending on the field, different options are available, including:
   • is equal to
   • is not equal to
   • contains
   • does not contain
   • is empty
   • is not empty
   • is greater than
   • is less than
   
   Date filters include additional options such as:
   • today
   • today or earlier
   • today plus
   • yesterday
   • last
   • overdue
   • in the future
   • this week
   • next week
   • this month
   • next month
   
   The options today plus and last include additional options such as:
   
   • days
   • weeks
   • months
   • year
   
   
   
4. In the next selection field, you can choose a variable, which differs depending on the field. For example, in the Label field, available labels appear here.
   
   
   In the example of the Due date field, the combination Due date is not empty returns all tasks that have due dates.
   
   
5. If you want to apply the filter, click on Apply filter. This applies the filter in the background, but the filter dialog remains open in case you want to make changes. You can close the dialog by clicking on the x or anywhere outside the filter dialog.
   
   (If no filter criterion is selected, the button remains grayed out.)
   
   
   
   
6. The filter button indicates how many filters are currently active. Here for example, one filter:
   
   
   
   

Apply a combination of filters

If you want the selection to be even more specific, you can add more filters:

1. With + Add filter you can add more filter criteria and thus combine multiple filters, for example, you could show all tasks that are due this week and are assigned to a specific person.
   
   
2. For the example filter mentioned, select the operator selection field to the left of the field selection and choose and.
   
   
   
   

• You can add more filters.
• The + Add filter button only appears after a first filter criterion has been defined.
• You can remove individual filter criteria using the ••• menu.
  
  

Use filter groups

If you want to apply and combine different operators for the filters, you can also create filter groups and combine them with AND/OR operators.

• If you use And, you can filter values that meet all filter criteria. If you use Or, filter results are displayed that meet at least one of the filters.
• Within filter groups, you can also use AND/OR operators.
• You can also combine multiple filter groups.

1. Select the ••• menu.
2. Select either Convert to group or Group with element above to create a group.
   
   
   
3. Within the group, you can also add more filters and change the AND/OR operator.
   
   
   

In the ••• context menus, there are different ways to dissolve groups or remove individual elements from the group:

Filter groups can also be nested further. To do this, create a group within a group:


In this way, you can create all sorts of filter queries. For example, find out which tasks are overdue, are assigned to a specific person, are in the folder Creation and are either of the type (a flavor) Bug or Task:

Available filters

Which filters are available depends on the view you are in.

In the project

• List view
• Board view
• Timeline
• Gantt

The following filters are 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 has no label
• Assigned: Filter by people who are assigned to tasks
• Team: Filter by teams
• Planned/Actual costs and Planned/Actual effort: The standard fields for costs 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 tasks with low priority that do not need immediate attention
• Status: Select tasks with a specific system status as filter criteria
• Date fields: Filter tasks with a fixed date selection or a specific time period.
• Created by / Updated by: Filter by people who created or last edited tasks
• Milestone: Filter by tasks that have been set as milestones.

The following filters are additionally available in the workload view:

• Workload in %: Filter people by their workload.
• Overload: Filter by people who are overloaded or not overloaded.
• Person: Filter by specific people.
• Team: Filter by people in specific teams.
• Flavor (Persons): Filter by persons with assigned flavors (custom fields).
• Title: Show people in projects with a specific title.
• Favorite: Show people who are in favorite projects.
• Flavor: Filter by people in projects with certain assigned flavors (custom fields).
• Label: Filter by people in projects with certain assigned labels.

In the portfolio

• Portfolio list
• Portfolio timeline

The following filters are available:

• Title: Enter a name or part of a name of the project here.
• Project ID: Enter a specific project ID or part of a project ID here.
• Project type: Filter by defined project types.
• Location: Filter projects by a specific location.
• Project management: Filter by people who are assigned as project management
• 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 has no label
• Budget: Filter projects by their budget.
• Status: Select projects with a specific system status as filter criteria
• Date fields: Filter projects with a fixed date selection or a specific time period.
• Project folder: Show only projects that are in a specific folder, or specifically not in a folder
• Favorite: Show favorite projects and/or non-favorite projects.
• Template: Filter by projects that have been designated as a template or not designated as a template
• Archived: Show archived or not archived projects.
• Active: Show active or not active projects.

Search in list views

Not the same as our filter, but if you need a quick search, you can search for content in list views (in the portfolio or in the project).

1. Click in the search field
2. Enter a search term
3. The result is highlighted in yellow
   
   
   
   

To remove the search term or restore the original state of the result list, click the x on the right edge of the search bar.

The Me only filter

In the list view in the project, there is a quick filter button Me only for tasks that are assigned to you. You can enable the quick filter in two places:

1. At the far right edge of the search bar:
   
   
   
   
2. In the filter dialog:
   

The buttons are always in sync, meaning no matter where you enable or disable the toggle, it will also be enabled or disabled in the other place.

The feature has special properties:

• The basic function is to display tasks to which you are assigned or more precisely, to which you are among the assigned (after all, tasks can also have multiple assigned people).
• If the Me only filter is enabled in the list view, the number of filter criteria is automatically set to 1 or increased by 1 if there are already filters.
• If the Me only filter is combined with other filters, it is always linked with an AND operator
• The Me only filter is equivalent to a filter for Assigned contains me, where "me" is dynamic and refers to the current user.