Apply Filter and View together

[EricSa7]

Hi all,

When viewing the tasks on a project, is there a way to select a filter and view it simultaneously? 

I am building very useful combinations of the two, but I need to instruct users to select the right filter and then the right view to get the right result. 

A list of "Filters Views" (i.e. the two together) would be great. 

Can this be done? 

[Doug_Den_Hoed__AtAppStore · Accepted solution]

Hi @EricSa7,

Not specifically as you've described.

In similar situations, I often name the related Filter and View the same to make it easier for users to then set both.

Alternatively, you might also consider creating a report for each such related combination, then adding each (or several) to a dashboard, then adding each such dashboard as a custom tab (ideally via Layout Templates) at the Project level so - in one click - users can then see the automatically filtered Task results on each.

Regard,

Doug

[EricSa7]

Hi Doug, 
Thanks for taking the time to reply. 
I had a feeling it could not be done, but I appreciate your workaround suggestions. I will give them a go and see what the feedback is from the team. 
Cheers,