Create a new filter

Use the plus icon to add a new filter. Creation is in four steps:

1. Name and scope

• Name: displayed later in the filter menu.
• Scope: refers to the view (Employees, Projects, Service, Absences, Work equipment). In the example, "Employees".

Create new filter

2. Add a criterion

Choose the criterion to filter by (e.g. role, to filter for apprentices).

Create new filter, criterion

3. Specify the criterion

Refine the criterion (in the example: "Apprentices").

Create new filter, specify criterion

4. Combine across stages (optional)

Several scopes and criteria can be linked with AND / OR, e.g. apprentices working on project A.

Project managers in the filter

Project managers only appear in the filter list once at least one project is assigned to them.