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Preset Filtering

Learn how to create a preset filter to apply for your future searches

eLogii avatar
Written by eLogii
Updated over a year ago

If you have a specific filtering preference that you would like to apply each time you want to look for something specific, presets are the perfect way of saving and using these preferences in your daily operations. Once you create a preset. eLogii will remember the setup and apply it every time you opt to choose that preset. You can create as many presets as you wish.

Creating a rule for future filtering through tasks can be done in Tasks β‡’ Advanced Filters β‡’ Create Preset.

Before selecting the Create Preset button, make sure that all the filters have been added and the filter has been applied.

Multiple presets can be added and selected from the drop-down menu.

It is also possible to filter by Custom field. To do this, simply switch from Regular to Custom data, as shown on the screenshot.

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