GanttPRO’s interface is meant to provide you with a full picture of your project in the most compact way. However, in many cases you will need to work with a particular piece of the project. This is where you can apply Filters, as they let you find that particular data you are looking for in several clicks.
Moreover, to make the process easier and faster, GanttPRO provides a possibility to save a set of filters and apply them at any moment.
You can filter tasks:
1 By name
When you enter the name of the task, the Filter will also show the name of the parent task.
Take into account that if the group of tasks is collapsed, and the task you are searching for is included in that group, this group will be shown as collapsed and will not be maximized automatically.
If the task you are looking for does not exist, you will be notified about it.
2 By type
Here you can choose one of the two types: task or milestone.
3 By assignee
Here you can select team members or virtual resources the tasks you are looking for are assigned to.
4 By status
In GanttPRO, you have four available task statuses: open, in progress, done, and closed.
5 By priority
Here you have five options: highest, high, medium, low, lowest.
6 By creator
Here you can specify who has created the task.
7 By date range
This option shows all the tasks from the chosen period and also tasks that partially fall within this period.
In the latter case, ‘partially’ means that you will also see tasks that have started before the indicated date range, but overlap at a certain point with the dates you have chosenAnd additionally there will be tasks that have started within the indicated date range, but will end later.
8 By start date
Here you can choose either a specific date or set a range. You will only see the tasks that start at that particular date or range of dates.
9 By end date
Here you can also choose either a specific date or set a range. You will only see the tasks that end at that particular date or range of dates.
10 By creation date
This option allows you to see the tasks that have been created within the chosen period.
11 By color
If you differentiate your tasks by different colors, you can select which color you are looking for.
If you have created Custom fields in your project, you will also have the option to filter tasks according to the corresponding field.
Furthermore, you can toggle on Overdue tasks in Filters to only see this type of tasks. Learn more about it here.
Note that for projects integrated from Jira, you will also be able to filter By reporter.
You can apply various filters at once, remove some by clicking on Reset 1 or remove all of them by clicking on Clear 2.
In GanttPRO, there is a possibility to select a set of filters and save them to use afterward. Each user will have their saved filters to work with.
For example, you can save a filter for tasks in progress assigned to certain people from the team you manage. In that case, you have to select corresponding assignees 1 and check the box with tasks status In progress 2. After that, click on Save 3, enter the name of the filter 4, and click on Save 5 again.
Such filters are stored in a pop-up menu in Saved filters when you click on Filter Current filter. You can use them at any moment.
To delete or rename such filters, choose the delete or edit icon near the filter name.