Скачать или смотреть How to use Zoho Project Filters and Filter Tasks easily

At some point, you will need to filter your tasks, milestones, timesheets, and issues for the customization of your Zoho Projects. We'll show you what filters Zoho Projects has and how to use them.
[00:00] There are two types of filters in Zoho Projects. The first type is related to one project, and you will only see the results of filtering on one project. And the second type of filters is related to all projects.

[00:45 ➡️ Project Filter] Let's start with the first type: to find a particular project you can go to the recent projects tab and choose the project directly from this drop down list. Or you can click on the Project tab in the left side menu, and choose the project from this drop down list here.
Let's choose a Test Project. Here you can filter tasks milestones, timesheets, and issues.
[01:06 ➡️ Tasks Filter] Let’s start with the tasks filters: click on the filter button in the top right corner and you will see all the lists of criteria based on which you can filter the tasks. You can filter the tasks based on their status, owner, task priority, or you can use some date filters and customize them if needed. There is also a list of some predefined criteria options and you can customize the date filters.

You can filter tasks based on the related milestones. You can do so based on the assigned tags, task billing type, or custom fields. To filter milestones click on the filter in the top right corner and you will see all criteria based on which you can filter the milestone.

[02: 30 ➡️ Timesheetst Filter]The same thing can be done with timesheets. You can filter timesheets based on the approval statutes if the approval of timesheets is enabled in Zoho Projects, you can base it on logged users, billing type, added by, created time, modified time, some invoice status, whether it's all invoiced or yet to be invoiced, and based on the type.

[03:01 ➡️ Filter by All Projects]To filter all projects, go to the Work Overview tab. Under this work Overview tab, you will see all tasks, issues, milestones or timesheets, which are related to all projects to which you are added as the user. We have now added a Tasks tab. And it also has the same list of criteria on how you can filter the tasks. But here, after you define some criteria of filtering, and click Find, you will see the results of filtering not for some particular project, but for all projects in the system to which you are added as a user.

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