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  4. System-Wide pre-defined filters

System-Wide pre-defined filters

Added by Maurice Kunze about 1 year ago

Hello,

is it possible to create pre-defined filters for all users of a system or maybe for a group.
For example:  i want some project managers to see pre-defined filter for only milestones in their projects and for some lower level groups that they see all their tasks in a pre-defined filter.

I would be happy for a short reply if thats possible or planned for the future.


Replies (1)

RE: System-Wide pre-defined filters - Added by Matt User about 1 year ago

Hi Maurice!

When you set a filter, you should be able to save it as a view by clicking on the tile with the three dots at the top right of the list and selected "Save as" in the menu that opens. In the ensuing dialog, you can define the name for the view , make it public (i.e., visible for all users) and add it to favorites (it will sit in a Favorites section at the top of the sidebar on the left).

AFAIK, you cannot limit access to those views to a selct group of users or a user group. However, I would imagine (withouthaving tested this) you would achieve the desired effect with the following steps:

  • create an umbrella project for all the projects you want to report it (i.e., have the latter be on the lower levels of a hierarchy openend up under the former)
  • define your views in that project, ensuring that they include all lower-level projects in the filter settings
  • add the project managers you want to have access to the views as members for the umbrella project

I hope I understood your challenge correctly and this helps!

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