Manage saved filter presets for programme tasks

Use the filter presets dialog to save, load and delete named filter presets so you can quickly reapply common views of programme tasks.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the filter presets dialog

From the programme tasks view, open the filter presets dialog (for example by selecting the "Filter presets" button or option) to see your saved presets and the save form.

Step 2: Review existing filter presets

In the dialog, review the list of existing presets, including their names and when they were last saved, to decide which one you want to use or manage.

Step 3: Save the current filters as a new preset

Enter a clear name (up to 50 characters) into the preset name field and select the save button with the save icon to store your current filter settings as a reusable preset; if the name is missing, too long, or already used, an error message is shown instead.

Step 4: Confirm the preset has been saved

After a successful save, check the green success message beneath the field and confirm that the new preset appears in the list before the message disappears automatically.

Step 5: Load a saved filter preset

Choose a preset from the list and select its load option (for example, a button with a tick icon) to apply the preset; the dialog briefly shows a loading state while the filters update on the programme tasks view.

Step 6: Start deleting an existing preset

For a preset you no longer need, select its delete button with the bin icon to open a confirmation dialog showing the preset name you are about to remove.

Step 7: Confirm preset deletion

In the confirmation dialog, confirm deletion to permanently remove the preset from the list; the dialog closes and the presets list refreshes without the deleted entry.

Related Guides

• Manage Programme Tasks

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Last updated: 2026-08-31