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Dynamic "Me" Filter

Apply the dynamic "Me" filter to the view and everyone will see their own items (tasks, budgets, deals, etc.) in that same view.

Updated over 2 months ago

The dynamic "Me" filter is a powerful feature built into the Person filter, available as a dropdown option in various areas such as Assignee, Creator, Owner, or Person fields.

This filter can be used across task views, in Resourcing, Deals, and Budgets.

What makes this filter special?

It automatically adapts to the user who is currently viewing the data. When applied, the "Me" filter dynamically displays content relevant to the individual user.

For example, if you create a public view with the "Me" filter, each of your teammates will only see their own tasks, budgets, or deals—tailored specifically to them.

This makes it easy for everyone to focus on their own responsibilities without extra filtering steps.

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