Posts Tagged ‘views’

New features: Creating Views and Filtering by Project Custom Fields

Friday, April 27th, 2012

Over the last few months there have been multiple requests to allow filtering of tasks by project custom fields. So now we are ready to present this feature along with an improved way to create new filters (views).

Let’s use an example when you created a custom field called “Location” for your projects, and now you want to see all active tasks belonging to the projects located in London.

Here is what you need to do…

First, go to the Tasks tab. Then at the top of the saved filters (we call them “views”) and reports list you’ll see the “Create new view” item.
Create New Filter

Click on it and a filter setup panel appears. Choose your filter conditions: Project Location = London and Tasks Status is not Done.
Task Filter

That’s it – the results will be shown below the filter panel in real time!

After you’re done, just save your filter and quickly access in the future.

We are grateful to our customers for their great UI feedback and suggestions on how to improve Birdview Projects. Filtering tasks by custom properties is indeed a great feature! We are waiting for the new ideas. Let’s make Birdview Projects even better!

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