Search across your project.
Find records using keywords and quickly locate the task, client, issue, or information you're looking for.
Find the right information
Search & Filters
Find exactly what you need, without digging through everything. Search and filter large project datasets quickly, find what matters, and return to frequently used views whenever you need them.
- searchSearch across data
- tuneFilter by context
- bookmarkSave useful views
Search & Filters at a glance
Go from a full project to a focused answer.
Instead of scanning every record, use search and filters to quickly narrow your project down to the information you need.
Filter by context
Narrow results using status, priority, assignee, dates, teams, and project fields.
Combine conditions
Use multiple filters together to create a precise set of records for review or action.
Save the view
Keep frequently used searches ready for the next review.
Return with one click
Open a saved filter whenever you need the same focused view.
Available filter dimensions
Use the fields that give your team useful context.
Switch between the dimensions your team reaches for most.
Find work by the people behind it.
Filter by assignee, creator, team, or ownership field to see what each person is carrying and where handoffs are waiting.
Focus on due dates and windows.
Filter by due dates, creation dates, or completion windows to surface what is overdue, what is coming up, and what has already closed.
Identify work by its state.
Filter by workflow state, priority, or completion to build a precise view of what needs attention next.
Project data at a glance
See the shape of the project before you filter.
Tracked field
Project records
Counted across phases
Total
248
records in the project
In progress
42
currently being handled
Due this week
18
records approaching deadline
Focus ratio
6×
Faster to find the records that matter when search and filters work together.
All records248
After status filter42
After due-date filter18
Ready to act on18
Everything you can filter by
One search bar. Many dimensions.
searchKeyword
personAssignee
groupsTeam
flagStatus
priority_highPriority
eventDue date
scheduleCreated date
labelCustom field
account_treePhase
attachmentAttachment
searchKeyword
personAssignee
groupsTeam
flagStatus
priority_highPriority
eventDue date
scheduleCreated date
labelCustom field
account_treePhase
attachmentAttachment
Made for the way teams work
One feature, many ways to find what matters.
Search & Filters fits naturally into everyday work across projects, operations, and large record sets.
Stay focused on yours
Find tasks assigned to you, work due soon, or records needing attention.
See what needs attention
Filter by status, priority, ownership, or deadlines to clarify progress.
Reduce project noise
Turn a large dataset into the records your team needs to act on.
Build focused views
Find the right records before reviewing, exporting, or sharing data.
A repeatable review rhythm
Search, focus, save, and act.
Search & Filters gives your team a faster way to move through project data and keep useful views within reach.
search
Search
Start with a keyword
Find records by task name, person, client, or issue.
tune
Filter
Narrow the set
Apply conditions until only the relevant records remain.
layers
Combine
Stack conditions
Use multiple filters together for a precise working set.
bookmark
Save
Keep the view
Store the combination you use most for next time.
speed
Return
Reopen with one click
Saved views bring the same focused set back instantly.
bolt
Act
Move the work forward
Review, update, export, or share the result.
Save what you use often
Keep useful filters ready for the next review.
Some questions come up again and again. Save frequently used filter combinations so your team does not have to rebuild the same search every time.
Save favorite filters expand_more
Create a saved view from the conditions you use regularly. The filter combination is stored against the project so it stays available to the team.
Return with one click expand_more
Open a saved filter whenever you need the same focused view. No need to remember which fields and values were selected.
Make recurring work easier expand_more
Keep common views ready for daily checks and team reviews. The same question returns the same answer without rebuilding the search.
Share a focused view expand_more
Saved views can be reused across the team so everyone reviews the same filtered set of records.
Find what matters, faster.
Keep your projects focused with powerful search and flexible filters.