Creating Custom Filters from Custom Fields

In this article, we will discuss how to create custom filters using custom fields.

 

Overview

Once your project owner creates custom fields, project members are able to use these fields to create new filters. To learn more about custom fields, click here. 

This feature brings even more creativity and customization to our BasicOps platform, all while keeping the process simple and easy to follow. 

 

Creating Custom Filters from Custom Fields

To use custom fields as your filters, select the filter button located next to the Add Task.

Select Add Filters.

Here, a list of filter options will appear. If you scroll down, you will see that your custom fields will appear as filter options as well.

Select the custom field that you want to use. In this case, our custom field is Task Type.

Then, Select the attribute you want to filter by. In our scenario, we can choose from In Person, Meeting, Independent or Needs Oversight. 

Here, you also have an option to select multiple filters at once to create an even stronger, unique filter. You can do so by selecting Add Filter.

Once you’ve created your custom filter, press Save as Quick Filter. 

Here, enter a name for your filter. Once you save it, it will appear next to your predefined filters.