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Filter the project list

Use the filter dialog to quickly narrow down the list of projects so you can focus on the most relevant work.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the filter dialog

Select the filter icon or "Filters" button above the project list to open the filter dialog as an overlay on the current page.

Open the filter dialog

Step 2: Review available filter options

In the filter dialog, review the available filter categories (such as status, owner, dates, or tags) that you can use to narrow down the project list.

Review available filter options

Step 3: Adjust filter selections

Select or clear filter options as needed; the dialog will update the active filters that will be applied to the project list when you confirm.

Adjust filter selections

Step 4: Apply the selected filters

Confirm your choices by selecting the "Apply" or "Done" button in the dialog to update the project list based on your selected filters.

Apply the selected filters

Step 5: Clear or refine filters

Reopen the filter dialog at any time to adjust individual filters or clear them entirely, then apply again to refresh the project list.

Clear or refine filters


Last updated: 2026-09-01