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Wishlist > Planning Phase

I am not aware of any way to set up a project in the organize view and have it NOT show up in the prioritze view until I want to say "Go Live." The majority of my team members only want to see the active items in the prioritize view so they are not cluttered and overwhelmed by the soon-to-be-live projects. I originally thought using "On Hold" would work, but the "Active Items" view also shows "hold" items. What's the best way to achieve this?

March 9, 2010 | Registered CommenterKatie Mahler

You're on the right track. I think what you want are custom filters.

There are couple of ways to go. You could build a filter that excludes everything that is "on hold". You could build a filter that only shows certain projects, you could build a filter that only shows things scheduled to complete in the next XX days. It's pretty flexible.

I recommend playing with filtering and letting us know if that gets the job done for you. Here is the help article to read: power filters

March 9, 2010 | Registered CommenterCharles Seybold