Difference between revisions of "Filters and search"

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Let’s take  
 
Let’s take  
 
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/project/index'''Projects'''] </U>  </span>
 
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/project/index'''Projects'''] </U>  </span>
page as example:
+
page as example.
 +
 
 +
1. Click the "'''Arrow'''" button to expand it.
  
 
[[File:No filter applied.jpg|border|1000px]]
 
[[File:No filter applied.jpg|border|1000px]]
 
1. Click the "'''Arrow'''" button to expand it.
 
  
 
2. You’ll see lots of fields. Fill one of them and click "'''Apply'''".
 
2. You’ll see lots of fields. Fill one of them and click "'''Apply'''".

Revision as of 16:29, 21 August 2017

Redirect.jpg Back to the Quick Start Guide main page.


On every page (quotes, projects, jobs, invoices, payments) you can use the filters.

Let’s take Projects page as example.

1. Click the "Arrow" button to expand it.

1000px

2. You’ll see lots of fields. Fill one of them and click "Apply".

3. The system will show you what you asked, and the arrow will turn red:


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You may сlear the filter if you wish, and arrow will turn to grey again.

You may use the filter to find and detect any potential problems: e.g. unpaid invoices, overdue projects, idle in-house translators or PMs etc.


For more info on filters, please see our wiki pages.