With filters, you can maintain an overview in docu tools even with extensive Projects. You can narrow down Pins, Tasks, and Media by specific criteria – both in the Web app and on the go in the mobile app. The prerequisite is that you have at least read access to the respective Pins, Tasks, or Media in the Project.
Filtering in the Web App
Filters are available to you in several views: Pin list, Plan view, Split view, Task list, Media menu, and when creating a report or a Filter group. In the List views, the Filter automatically opens and can otherwise be opened or closed via a Filter button.
Here's how to proceed:
Open the desired view.
If necessary, open the Filter view via the button at the top right.
Select a Filter criterion of a Category, e.g., Pin category or Task Number.
Set the Condition, such as "is" or "is not".
Determine how multiple rules should be combined: all, at least one, or none.
Example: The Filter "Pin category > is > Defect" will show you only Pins of the Category "Defect".
Filtering in Mobile Apps
The mobile Filters offer you many possibilities to narrow down your Project data on the go – while being easy to use. The revised Filter menu has been available on iPhone and iPad since August 2026; the Android app will follow soon.
Filter Criteria
In addition to the proven criteria that specifically relate to Pins and Tasks, you can also Filter by:
Datasets
individual Pin Fields – each Pin Field automatically brings the appropriate input: range (from/to) for numeric Fields, text search for text Fields, date and time, and multiple selection for tags and sliders
The most frequently used Filters remain visibly fixed: Pin Status, Task status, Responsibility, Creator, and Due date. For Pin Status, you have the options "open", "closed", and "inactive" available – handy if you want to find and reactivate an inactive Pin offline.
Operation
You open the Filter menu by tapping on the Filter icon at the top right.
Your selection only takes effect when you confirm it via the button at the bottom of the screen (e.g., "Apply").
To Remove all set Filters at once, tap "Reset" in the opened Filter menu and then confirm with "Apply".
Filters with potentially long Lists – such as Responsible, Plans, Datasets, Categories, or Tags – open in a subordinate selection List with a search function and multiple selection.
Less frequently needed, advanced Filters (especially individual Pin Fields) can be expanded and collapsed to keep the view clear.
Whether a Filter is active is visible at a glance by an orange dot; with multiple selection, a small number shows how many options are selected.
Smartphone: The sorting of the Pin list is no longer directly in the Filter menu but separately via the upper navigation.
Filter Logic
To keep operation simple on the smartphone, the logic is set: within a Filter, multiple selections are linked with OR (e.g., Responsibility "Anna" OR "Tom"), different Filters among each other with AND (e.g., Status "open" AND Responsibility "Anna").
Available Views
iPhone and Android: Filters are available to you in the Plan view (Pin list).
iPad: Filters are available to you in several views, including Plan, Pin list, and Task list view.
Previous Mobile Filters (currently still: Android)
On Android, the Filter function is still available in its previous form for the time being: in the Plan view, you Filter by Status, Category, Responsibility, and Due date. As soon as the revised Filters are also available for Android, we will update this article.
Good to Know
Inactive elements are only limitedly available offline on mobile devices. For a complete overview, we recommend the Web app.
On iPhone and iPad, you can specifically find inactive Pins offline via the "inactive" Filter, for example, to reactivate them.