Content - todoyu's filters help you to keep the overview of your tasks and projects

Saved Searches used for Filters

  • Powerful search capabilities are hiding under the top-level tab SEARCH. Here you can create complex filters that act as saved searches. Every search you have saved, can be edited later but more important... you can use them to find matching projects and tasks with a single mouse click.

    Create a search filter

    Creating a search filter is as easy as it gets. Let's say you want to create a filter that finds all tasks the work type of which is set to Design. From the drop-down menu of available filter options, select Tasks - Worktype and you are done.

    In a similar manner, you can add as many criteria as you want. For example, you can add the Assign to Person criterion to find all tasks assigned to a particular user. You can also specify the logical AND and OR operators to make the filters even more flexible.

  • Please follow ...

Functions:
  1. To start with an empty space: clear the filter area first.

  2. You can create filters for tasks and projects. Select your first search criteria, and add more criterias as many as you wish. Don't forget to choose the operator: AND or OR.

  3. The previously selected search criteria will appear here. Fine tune your result by choosing the options provided. IS or IS NOT make a difference, too.

  4. According to your arrangement of search criteria and options, the result list is updated live after each change you make. See what you get before saving the search as a filter.

  5. Like the result? Now it is time to save. Or export the data of all projects or tasks in the list.

  6. This are all filters you have already created. The same list as on the portal. There you get the result list just by one click. For sure, you will love filters!



Overview of features presented in this tour

  • Portal
    • Central starting point
    • Overview of planned work
    • Access your individual filters
    Projects and Tasks
    • Create and manage projects
    • Add and assign tasks
    • Task bookmarks
    Team Collaboration
    • Communicate in tasks
    • Share files
  • Time Tracking
    • Daily time sheet
    • Monthly working journal
    Group Calendar
    • Add calendar events
    • Filter by teams or staff
    • Time zones and public holidays
    Contacts
    • Company addresses
    • Address book of persons
  • Reporting
    • Powerful reports in real time
    • Get the complete insight in your projects
    Saved Search
    • Create a search and save as filter
    Client Access
    • Give clients access to the teamwork
    • User rights and roles
    Open Source
    • todoyu is completly open source
    • no licence costs
    • extend it to your needs

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