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This page shows Company users and MSP staff how to find work on the project calendar by searching, filtering, and hiding items. The controls only narrow items you can already read. For the difference between what Company users and MSP staff see, start with Read a project schedule.

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Before you start

  • You need the Schedule view permission for Projects.
  • Projects > Schedule (all projects) and a project’s own Project Plan > Schedule tab have different toolbars. This page covers both.
  • Search and filters apply to the items loaded for the period on screen, so move to the expected dates first.

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Find work in Projects > Schedule

1

Choose the dates

Click Day, Week, Month, or Year and use the arrows or Today.
2

Search

Click the search (magnifier) icon and type a project, company, or outcome. The icon turns teal while a search is active. Search does not look inside ticket descriptions or notes.
3

Set the project state and manager

Click Open, Closed, or All in the filter bar. MSP staff with the Project tracker also see Upcoming. Use Project Manager to pick one or more leads.
4

Pick staff

Click Staff and tick the people. The calendar keeps items assigned to any ticked person. Milestones and many project and phase spans have no assignee, so they disappear when you pick a person. The Staff list comes from the loaded items, not from your full user directory. When the Project tracker is on, use Project team member in Filters instead.
5

Use more filters

Click Filters to filter by Status, Health Status, Exclude company, and other fields. Click Apply Filters to use your choices. See Filter and sort projects.
MSP Project Schedule controls for Staff, Hide items, all-day visibility and Filter This capture shows the MSP controls. Projects > Schedule with the search field open below the magnifier icon

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Find work in a project’s Schedule tab

1

Open the tab

Open the project and click Project Plan, then Schedule.
2

Search

Type in Search events…. It matches item titles, owners, and company names.
3

Pick staff

Click Staff to keep items assigned to the people you tick.
4

Open more filters

Click the Filter icon for Project, Companies, and Assigned staff, then click Apply Filters. Closing the panel with X keeps your choices.

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Hide or show all-day items

1

Open the Filters panel

In Projects > Schedule, click Filters. In a project’s Schedule tab, use Hide items in the toolbar.
2

Turn all-day items on or off

In Projects > Schedule, use the Show all-day events switch. In a project’s Schedule tab, open Hide items and tick Hide all-day events. Project spans, phases, tasks, and milestones are all-day items. Timed service calls stay visible.
This choice is saved in this browser and shared by both Schedule views.

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Hide items by title

1

Open Hide items

In Projects > Schedule, click Filters and find Hide items near the top. In a project’s Schedule tab, click Hide items in the toolbar.
2

Pick the titles

Tick a title to hide it. The change applies right away.
3

Show a title again

Open Hide items and untick the title. Hidden titles stay in the list even when they have no items in the current period.
Projects > Schedule filter panel with the Hide items selector open above the team filters Hiding matches the title text, ignoring capitalization and surrounding spaces, so it can hide items with the same title in other projects. It does not delete work, change what clients see, or update your PSA. Hidden titles are saved in this browser and shared by both Schedule views.

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Show weekends

1

Open the Filters panel

Use Week view. In Projects > Schedule, click Filters. In a project’s Schedule tab, click the Filter icon.
2

Turn on weekends

Turn on Enable Saturday / Sunday. Week view shows weekdays only until you do. Month view always shows the full week.

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Save and reopen schedule filters

1

Set up the schedule

Choose the grouping, the calendar view, and your filters.
2

Save

Click Filters, then Save Filter (or Saved filters, then Save New Filter). Name it and click the check mark. Saving with an existing name replaces that filter.
3

Reopen

Click Filters, then Saved filters, then the name. It replaces your current choices.
A saved filter is private to your account and works on any device. It stores:
  • The Projects, Tasks, Start dates, Due dates, or Task due dates grouping
  • The Day, Week, Month, or Year view
  • The project state, search, health, manager, date, and custom-field filters
  • Team roles, members, statuses, and sales stages
  • All-day, weekend, and hidden-title choices
A filter saved from Cards, List, or Kanban has no calendar options, so opening it in Schedule keeps your current grouping and view. See Filter and sort projects.

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What clearing does

The schedule remembers its view in this browser. If you come back on the same day it can restore the date you were on. On a later day it opens on today but keeps your view.

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Troubleshooting

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Frequently asked questions

No. It is a display choice in your browser. It does not delete anything or change what clients see.
No. Search matches item titles and project, owner, and company text. Open the ticket for its history.
Hide items, the all-day switch, and the weekend switch apply as you change them. Other filters in the drawer apply when you click Apply Filters.
The view is remembered, and the date resumes only on the same day. Click Today to jump back at any time.