Filters and search

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

Let’s take the Projects page as an example.

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

No filter applied.jpg

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:

Filter is applied arrow.jpg

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 or a video tutorial Youtube.jpg

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