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XTM Cloud 13.4

Editing the name of a project filter
To edit the name of a project filter:
  1. Select Projects > Project list.

  2. Select one of these tabs:

    • Simple search.

    • Advanced search.

    • Action.

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

  4. In the Filters dropdown list, hover over the name of the filter that you want to rename.


    The project filters marked with the user icon circle-user-solid.svgare 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. Select the edit icon pen-to-square-light.svg.

  6. Type in the new name for your project filter.

  7. To confirm the new name, select the apply icon check-solid.svgand then the close icon close_X-mark_from-UX-team.svg.

    To cancel editing the project filter name, select the close icon close_X-mark_from-UX-team.svgwithout first selecting the apply icon check-solid.svg.