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XTM Cloud 13.4

Editing a project filter by updating its criteria
To update your project filter criteria:
  1. Select Projects > Project list.

  2. Select the Advanced search tab.

  3. On the right-hand side, expand the Filters dropdown.

  4. From the Filters dropdown list, select a filter to display projects in it.

    Note

    The project filters marked with the user icon circle-user-solid.svg are only visible to you.

    Some project filters are predefined and you cannot delete them, edit them, update their criteria, or change their name. You can only view the list of projects that match their criteria. The predefined filters are:

    • All not started projects.

    • All overdue projects.

    • All overdue steps.

    • All partly finished projects.

  5. Update the required Advanced search criteria.

  6. Select Save as.

  7. In the Save as popup:

    • for the Type parameter, select the Project filter option.

    • ensure that there is the relevant filter name in the Name field.

  8. Select Save.

Result:

The list of projects in the project filter is updated based on the new search criteria.