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How do I use the filter in projects?
How do I use the filter in projects?
Corrie Hermans-Webster avatar
Written by Corrie Hermans-Webster
Updated over a week ago

In the general overview, you can see all of your active projects.

Active projects are projects which are at either the estimate, active, or completed status.

In addition, you have the flexibility in how you filter information within projects. You can choose between two options:

Funnel

Through the funnel, you can open the filter and click on the item on which the filter should be placed. This can be done by status / phase / customers / team members / tags.

If, for example, you only want the active projects to be visible, then click on open and choose active. Rodeo will remember the filter.

Magnifying Glass

Rodeo also has a quick search filter.

When you immediately start typing, the magnifying glass is activated.

This filter searches by project name / client.

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