Filter and View Settings

How to Filter and Change View Settings to help identify needs

* NOTE - This will work on Issues, Resources, Assets, and Campaigns

Filtering

1. Click on filter icon next to the search bar

2. Click on 'Add Issue Filter' to add a filter on the issue

3. Add desired filters 

4. Once filters are added, click  on the bottom of the panel

5. Name your Preset and click 

6. The filter preset will save to your input and appear like this

7. To change your filter view click on Tasks to Do


View Settings

1. Click on the gear icon located on the top right side of screen

2. Select Group By if you want to group by something

3. Uncheck any of the checkboxes if you do not want to see those columns in the table view

4. Drag on the six dots and move them to the position you want for the columns in the table (*The first preset will be the first column in the table)

5. Once preset has been determined, click 

6. Name your preset and click 

7. The view preset will save to your input and appear like this