To quickly find your data in Productive, you can apply filters and precisely state what you're looking for. Using advanced filters, you can apply very specific parameters.
Throughout the app, you can apply certain conditions that have to be met for the data to be displayed. Each type of data can be shown if it follows your conditions.
When searching for data that has numerical value, you can use filters like:
- equal to ( = )
- not equal to ( ≠)
- greater ( > )
- less ( < )
- greater or equal to ( ≥ )
- less or equal to ( ≤ ).
In the same way, you can filter general terms with equal to ( = ) or not equal to ( ≠).
For example, let's see how can you search for budgets that have the Status set to open, and the Budget total is more than $5000:
Looking for a task or a budget, but you can't exactly remember its name? You can add the filters for text:
- contains ( ∋ )
- not contain ( ∌ )
...to look for it. Here, we are looking for the budget that contains the phrase ADB:
As always, after you've set up a custom filter, you can hit Save and it will be available as a custom view. For example, Lucy the Project manager wants to see all tasks where she is not the assignee, that do not have a due date, for the company ADB bank.
To look for a value that was set (or not set), she can use the filters:
- is not empty ( o )
- is empty ( ∅ ):
Using relationship filtering, you can quickly find data that is connected with the data you're primarily filtering. Let's take a look at a few examples:
Here, I'm using the filter on Projects, but I'm also offered data connected to Companies, because a project is done for a company (i.e. client):
Watch what happens when I filter through Tasks: I can also filter using the parameters from the project, because a task is always a part of a project:
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