How to apply and save filters to a list in TrackMaster

Summary

This article describes the steps for applying filters to any SharePoint list in TrackMaster, and how to save (bookmark) filters for later use.

 

Steps

Applying Filters

Follow these steps to apply filters to any list. Note that filters are temporary, that is, they are lost when you refresh the page or navigate away, unless saved as a custom view.

  1. Navigate to the list you want to filterUploaded Image (Thumbnail)
     
  2. Click on the filter icon on the right to see filter optionsUploaded Image (Thumbnail)
     
  3. Apply any filters in the filter option listUploaded Image (Thumbnail)

 

 

Saving Filters

To save your existing filters, create a personal view as follows.

  1. Click on the drop-down menu labelled 'All Items'. From this drop-down, select "Save view as". You will then be prompted to give it a name.
    Uploaded Image
     
  2. Make sure "Make this view public" is not checked, and save the view.


    Uploaded Image
     
  3. This view will only be visible to you. You can select it from the view tabs at any time.

 

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