Create a basic filter
In this step, you will learn how to create and use filters in Workfront to customize list reports based on specific criteria. Filters allow you to narrow down lists, such as tasks, projects, or documents, by defining conditions. You will explore how filters can help you find specific items or refine your list to meet certain criteria, ensuring that only items matching the filter conditions and accessible to you appear in the list.
Key takeaways
- Filters Customize List Reports: Filters in Workfront allow users to narrow down lists (tasks, projects, documents, etc.) based on specific criteria, showing only items that match the conditions and are accessible to the logged-in user.
- Common Filter Types: Examples include user-based filters like “My Projects” (showing projects specific to the logged-in user) and date-based filters like “Due this month” (showing items with planned completion dates within the current month).
- Building Filters: Filters are created using rules, such as “AND” filters (all conditions must be true) or “OR” filters (any condition can be true). For example, the “My Completed Tasks” filter combines rules for completed tasks and tasks assigned to the logged-in user.
- Sharing and Removing Filters: Filters can be shared with other Workfront users or removed via the filter menu, making them flexible and collaborative tools.
- Clear Naming Practices: Using “My” or “I” in filter names helps users understand that the filter results are specific to them, enhancing clarity and usability.
Next, you will understand the new filter experience, including how to enable and disable it, create and edit filters, and stack filters.