You can filter items in Activity Center by custom field values. For example, you want to sort activities by a date custom field named 'Kick-off Meeting Date' which has today's date for its value.
Filtering is only available for the following types of custom fields:
- Text
- Date
- List
- Yes/No
- Multi Select
The procedure described below is similar for filtering projects. The difference is that the custom fields must be created for projects beforehand and assigned values.
As a precondition, Kick-off Meeting Date custom field of date format must be created beforehand, and should be assigned a value for all or some of activities.
Refer to Custom fields: adding and modifying and Custom fields: assigning value to to learn more.
To filter out activities by a custom field:
- Open Activity Center.
- Click the advanced filters button (
). - Go to Custom Fields tab.
- Click the 'More' button to access available filters.
- Select the appropriate filter (Activity > Kick-off Meeting Date).
- Under Filter by timeframe, select Today and click 'Apply'
- The list will be updated to show only activities with today's date as the value of the custom field.
When filtering projects, select the appropriate Project > ... custom field on Step 5 above.
Canceling filters
To cancel filtering:
- Close active filters displayed as boxes at the top of filtered list by clicking 'X' at the right top corner.
