Filtering and Viewing Projects
The Projects section in Taimapp.io offers advanced filtering options that allow users to narrow down their project list based on criteria such as status, budget, and keywords. This feature enhances organization and provides users with quick access to relevant projects.
Key Features
- Advanced Filters: Filter projects by multiple criteria like status, keywords, or budget.
- Column Customization: Choose which columns are visible in the Projects view to focus on relevant data.
- Saved Views: Save frequently used filter configurations as custom views for quick access.
Use Cases
- Active Project Monitoring: Filter by “In Progress” status to view only active projects and stay on top of current work.
- Budget Tracking: Filter projects based on budgets to manage financial targets.
- Custom Views for Different Roles: Create saved views for roles within your team, like “Completed Projects” or “Upcoming Projects.”
How to Use
- Go to the Projects section and open the “Filters” menu.
- Set the desired filter criteria, such as status or budget.
- Customize visible columns by selecting the “Columns” menu.
- Save the filtered view for easy access in the future.
Filtering and column customization in Taimapp.io make it easier to manage large project lists, ensuring users can quickly find the information they need.