Prerequisites
Access to a Project in the Web app, iPad app, or smartphone app
At least read permissions for Pins, Tasks, or Media
Step-by-Step Guide
Web app
In the Web app, Filters are available in the following views:
- Pin list
- Plan list
- Split view
- To-do list
- Media view
- Create Report
Open one of the above-mentioned views.
In list views, the Filter opens automatically. In the
Plan
orSplit view
, Click onFilter
to open it.Select the desired Category (e.g.,
Pins
,Tasks
,Datasets
,Plan
,Pin fields
) and define your Filter rules.For each Rule, choose a condition such as
is
,is not
,all
,none
.Optional: Specify whether all, at least one, or none of the rules must apply (Default:
all
).
Examples:
- Category – is – Defect
shows all Pins with the Category "Defect".
- Category – all – Defect & Inspection
shows all Pins that have either "Defect" or "Inspection" as a Category.
Smartphone App (iOS & Android)
Filters are exclusively available in the Plan view
:
Open a Plan.
Tap on the filter icon at the top right.
Choose from the following Filter options: -
Hide all Pins
-Change sorting
(by Title, Status, Category, Number) -Pin Status
(open, closed, inactive) -Pin Category
-Task status
(including inactive, note: not available offline) -Assigned to
(me or specific people) -Due date
(e.g., overdue or custom time window)Tap at the bottom on
Show Pins
to Sctivate the Filter. The number of matching Pins will be displayed.To reset the Filter: - Tap again on the filter icon. - Tap on
Reset
at the top right, then at the bottom onApply
.
iPad App
Filters are available in the following views:
- Plan view
- Pin list view
- Split view
- To-do list view
Tap on the filter icon at the top right.
Filter by the following criteria:
Plan, Pin list, and Split view:
- Pin Status
- Category
- Creation date
- Involved users
- Task status
- Task assigned
- Due date
To-do list view:
- Task status
- Assigned
- Due
- Plan
- Task creator
- Task creation date
Tap on
Show Pins
to Sctivate the Filter.To reset: filter icon →
Reset
→Apply
Additional Notes
Inactive Pins and Tasks are not available offline on mobile devices. For complete results, use the Web app.
All manually created Pin fields are also filterable – exclusively in the
Pin list
of the Web app.