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User Guide / Project Searching and Filtering

After you have added a lot of projects it may start to get difficult to find one or more projects easily on the dashboard. To make project finding easy you can use the dashboard search functionality that is activated by clicking into the search input box.

Dashboard Search

You are able to search by: text (as found in project title or short name), client or project type (the process a project was built from).

Entering text, or choosing options from either the client or type drop-downs (or both) will filter the project cards on display in the dashboard. For example, a simple way to get all projects you have ever worked on for a client is to select the client name from the Client drop-down.

To reset the dashboard to its unfiltered state, click on the “Clear Search” button. [Coming soon]

 

Posted in: Dashboard