Custom Status Filters - LiquidPlanner

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Custom Status Filters

Available with Small Team, Professional and Enterprise

Saving Custom Status Filters in your workspace is a great way to find the data you need on the Projects tab as well as in your Dashboards and Analytics reports.

To create a custom status filter, navigate to the Projects tab and click the Filter icon > Filter by Status > Create New.

Click Add Rule to begin adding rules to your filter:

custom-status-filters-1-r71

You may add rules for the following: activity, created, created by, date done, deadline date, delay until, earliest start, expected finish, expected remaining, has alert, has an activity, has comments, has documents, has reference, is in a project, is late, is packaged, item type, last estimated, last updated, name, on hold, reference, shared, and uncertainty.

Use custom status filters in conjunction with other pre-existing filters to narrow down the filter results even further and focus in on exactly the data you need.

Below are some examples of custom status filters you might save in your workspace:

Filter Milestones

Find only a certain item type, like Milestones (as shown above) or Events.

Filter Tasks without Activities

Find tasks without an activity associated to them.

Filter Activity

Find tasks with a specific activity.

Filter Project Due 30 Days

Find projects with deadlines in the next 30 days.

Filter Has Alert

Find items with alerts or deadlines in the next 3 days. Items may not necessarily be at risk for missing a deadline, but may have other alerts, such as overbooked warnings or max effort alerts.

Filter Done in March

Find items marked done in the month of March.

Filter Created by

Find items created by a specific workspace member within a certain time frame.

Filter Created by

Find items where the text custom field PO Number is set.

Filter Created by

Find items where the date custom field Kick-Off Date is within next 30 days.

Save your filter with a name that helps you identify the filter criteria.  Anyone in your workspace may save custom status filters, and they are visible to all real members in the workspace.  To further customize your view, create a Favorite view.

 

Related Articles

Filters
Favorites
Analytics Roll-Up Reports
Dashboards
Custom Fields

Custom Status Filters was last modified: September 12th, 2017 by Zareen Maurer

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