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XTM Mobile 3.1

Filters

In Filters you can:

To select filters:

  1. First, select the filter icon filter-solid.png.

  2. Next, filter projects by one or more criteria:

    • Project ownership

    • Project status

    • Project activity

    • Customers

    • Date created

    • Date modified

    • Date finished

    • Sort by

      Note

      Select the Sort by option to define additional sorting criteria.

    • Search by

      Note

      Select the Search by option to define additional searching criteria.

    Note

    The filters are the same standard and custom filters as are configured in the desktop version of XTM Cloud.

To clear filters:

  1. Select the filter icon filter-solid.png.

  2. Select Clear Filters at the bottom of the popup.

If you have added or edited Filters via your PC, you can refresh the filter list in the XTM app by opening the Filter menu and selecting Synchronize.

Quick filters

Use the quick filters function to filter projects using the same filter criteria as the standard Filters, but with quick access to the options:

  • Project status

  • Project activity

  • Customers

  • Date created

  • Date modified

  • Date finished

  • Sort by

  • Search by

To select quick filters:

  1. First, select the required quick filter button.

  2. Next, filter projects by:

    • Project status:

      • All

      • Started

      • Not started

      • Finished

    • Project activity:

      • All

      • Current

      • Archived

      • Deactivated

    • Customers - select the checkbox or checkboxes next to the customer you want to filter projects by

    • Date created - in the date picker, select the creation date or the creation time range you want to filter projects by

    • Date modified - in the date picker, select the modification date or the creation time range you want to filter projects by

    • Date finished - in the date picker, select the finish date or the finish time range you want to filter projects by

    • Sort by - use this option to define additional sorting criteria:

      • Name: A - Z (in ascending order)

      • Name: Z - A (in descending order)

      • Status

      • Activity

      • Date created: from newest

      • Date created: from oldest

      • Finished date: from newest

      • Finished date: from oldest

    • Search by - use this option to define additional searching criteria:

      • Name or Project ID

      • Name

      • Project ID

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