Filter Columns

  1. On the Work plans page, click the filter pyramid of any column header.

  2. In the resulting drop-down list, select an operator.

  3. In the first search box, enter a date.

  4. Click Filter.

    • The table now only shows items that qualify for your filter

    • Notice that the filter pyramid is now in yellow indicating that this column is filtered

  5. Select the filter pyramid again. Hover over Filter, then click Clear to remove your filter.

    6. Apply multiple rules to your filter. For example, setting a “Contains” or “Is equal to” filter for your column would allow you to bring in two distinct results at once.