The Teams filter lets you focus your view on people assigned to a specific team.
As your list of projects grows, you may want to add filters to your Schedule dashboard to only display specific aspects of the project, such as specific teams.
To filter your dashboard view:
- Select the
Filters icon on the Schedule page to open the Filters menu.
- Select the drop-down arrow next to the Teams heading to view a list of assigned teams.
- Select one or more teams you want to view. You can also select Unassigned to view people that haven't been assigned to a team yet.
- Once a selection is made, a label known as a "chip" displays at the top of that filter option list, highlighted in purple.
- To remove a selection, select the X in the filter selection's chip or disable the check box next to the team.
- There is no limit to the amount of chips that can be selected.
- Selected chips display in alphanumeric order.
- Once a selection is made, a label known as a "chip" displays at the top of that filter option list, highlighted in purple.
- Alternatively, enter a team name (or part of a team name) in the Find field. When the team name displays, select the check box.
- If a partial team name is entered, all teams containing that text display.
- You can select multiple team check boxes.
- If no match to the team entered is found, a "No Team Found" message displays under the Find field.
- Select the X in the Find field to delete the entered text and display all teams.
People with an active role and assigned to the selected team automatically display on the Schedule when the People Status filter is left defaulted to Active only.
- A number displays beside the heading to indicate how many filter options were selected in that section.
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