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This page shows how to narrow the project list by category, open or closed state, manager, date, status, and health, and how to save a filter for later. It is for Company users and MSP staff.

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Before you start

  • The controls work in Projects > Cards, List, and the portfolio Kanban. They only narrow projects you can already read.
  • Schedule and the MSP Dashboard share most of these filters. See Filter the project schedule.
  • The category dropdown, onboarding filters, and Upcoming state are MSP staff features.

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Choose projects or onboarding projects

Branch preview: the category filter is part of the unified Projects update and appears when it is enabled for your portal.
Open the category dropdown in the filter bar and pick one option.
  • All includes both categories.
  • Projects shows projects without a linked onboarding portal.
  • Onboarding projects shows projects linked to a client onboarding portal. An onboarding project type alone does not include a project.
The selection filters your current view and follows the company selector. Global View includes linked onboarding projects across every company you can access. Selecting an onboarding category or criterion sets Open / Closed / All to All; you can choose Open or Closed afterwards. It does not open another page. Hover over a filter-bar control to see what it does.

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Follow up on onboarding

On the MSP Dashboard, Projects and Onboarding metrics share one summary card. Select an onboarding metric to open the regular List with its matching criterion: To filter by an onboarding criterion yourself:
1

Open the category dropdown

Click the category dropdown in the filter bar. You need onboarding-settings read access to see the submenu.
2

Open Onboarding projects

Point at Onboarding projects. On a phone the submenu opens over the parent menu. With a keyboard, press the right arrow.
3

Pick a criterion

Choose All, Active onboardings, Waiting on client, Never opened portal, or Outstanding files. Other list filters can narrow the results further.
Choosing All or Projects in the parent menu clears the criterion. Your category and criterion survive a reload. Choosing All in the onboarding submenu shows linked portals immediately in both Cards and List.
Projects Cards with Onboarding projects selected and All showing three linked Example company projects

All onboarding in the selected Example company.

Phone Cards view showing linked onboarding projects with All selected
Projects category dropdown with onboarding attention filters in a nested submenu
Opening a summary metric sets Open / Closed / All to All and clears your search, manager, date, status, health, team, and custom-field selections. The company selector still applies. Saved filters keep the criterion. Old /projects/onboarding bookmarks open the regular list with the onboarding category selected.

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Find open or closed work

1

Choose the company and view

Pick the company in the company selector, then open Projects and choose Cards, List, or Kanban.
2

Set Open, Closed, or All

Click Open, Closed, or All in the filter bar. Open is the starting choice. MSP staff with planner access and the Project tracker also see Upcoming, which lists sales opportunities expected to become projects.
3

Search

Click the search (magnifier) icon and type part of a project name, company name, or outcome.
4

Choose a manager

Click Project Manager and tick one or more people. A project matches if it belongs to any of them. The choices come from the projects currently shown, so other filters can remove a manager from the list.
5

Choose the sort order

Click Sort by and pick Name (A-Z), Name (Z-A), Last Changed, Due Date (Soonest), Due Date (Furthest), or Company (A-Z). Kanban keeps its configured columns.
These controls apply immediately and never change the project itself.

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Filter by activity or due date

1

Open the Date filter

Click Date in the filter bar.
2

Pick the date to filter on

Under Filter by, choose Last Activity or Due Date. Last Activity is the project’s last update time. Due Date is the project’s due date, not a task’s date.MSP Demo Date Filter popover with Last Activity and From and To date controls
3

Set the range

Set From, To, or both. The list updates right away. Projects with no date in the range disappear, and From must not be later than To.
4

Clear it when you are done

Click Clear in the popover to remove the dates.

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Apply several filters together

1

Open Filters

Click Filters in the filter bar, or press Ctrl+Shift+F (Cmd+Shift+F on Mac). The drawer lists Status, Health Status, Project Manager, and Exclude company, plus team, sales stage, and custom-field filters when your portal has them, and the Date Filter.
2

Make your selections

Tick one or more values in a section. A project matches if it has any ticked value in that section. Different sections narrow the results together. Status lists the stored PSA statuses, which can differ from the labels on cards.
3

Apply or discard

Click Apply Filters to use your choices and close the drawer. Closing the drawer without applying discards them. Reset clears the drawer’s choices, and you still click Apply Filters to use that. Reset does not change the search or Open / Closed / All.
The number on the Filters button shows how many filters are applied. Open Filters to review them. Projects List toolbar with one active filter shown as a count on the Filters button Branch preview from the MSP Demo portal.

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Filter List columns

In List, each column heading has its own filter. Column filters narrow the rows already loaded by the toolbar and Filters choices, and every active filter must match. The result count updates as you filter. Click Clear Filters above the table to remove every column filter. Column filters are not part of saved filters and reset when you leave the page. The health counts at the top ignore them. Projects List filtered by the Company column heading to one company, showing 8 of 53 projects Branch preview from the MSP Demo portal.

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Save and reopen filters

1

Set up the filters

Choose the health, status, manager, date, company exclusion, team and custom-field filters you want, along with the project category, Open / Closed / All and any search text.
2

Save them

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

Reopen them later

Click Filters, then Saved filters, then a name. The saved choices replace your current ones and the drawer closes. Click the trash icon beside a name to delete it.
Saved filters are private to your account and open on any device. The same list appears in Cards, List, Kanban, and Schedule. A filter saved outside Schedule has no calendar options, so opening it in Schedule keeps your current grouping and calendar view. The sort order is not saved. Projects Filters drawer with the Saved filters list open, showing one saved filter and Save New Filter Branch preview from the MSP Demo portal. Custom fields appear in the drawer when your MSP turns them on for project lists and your role can view them. Picklist and Yes/No fields offer choices. Text, number, and date fields use a Contains box, which matches text and does not compare numbers or dates. Every custom-field filter must match.

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Understand health filters and totals

  • Needs Input marks projects with pending client actions. A project can need input and also be On Track, At Risk, or Blocked.
  • Ticking several health choices matches any of them.
  • The health tiles count projects before the health filter is applied. They can overlap, so do not add them up.
  • Unscored means the project has no due date and not enough hours data to score.
  • To find Completed projects, set Open / Closed / All to All or Closed first.
Your MSP can exclude project statuses from health scoring or override a project’s health.

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Clear filters and remembered choices

1

Clear everything at once

Press Esc while the Filters drawer is closed. This removes the search, health, status, manager, date, company exclusion, team, and custom-field filters and returns the category to All.
2

Or clear from the drawer

Click Filters, Reset, then Apply Filters. Reset leaves the search alone.
3

Reset the open state if needed

Change Open / Closed / All yourself. Clearing never changes it, the sort order, or the view.
Your browser remembers the view, sort order, and date filter. Manager choices are remembered per company scope. Other filters can stay on when you switch companies, so check them after you switch.

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Troubleshooting

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Frequently asked questions

Clearing filters leaves Open / Closed / All unchanged. Choose All or Closed separately, then confirm the company scope and access with your MSP if the project is still absent.
The drawer holds draft changes until you click Apply Filters. The Date and manager controls in the filter bar apply immediately.
No. A project can appear in both, and the health counts are calculated before the current health filter. Use the displayed project result count for the filtered list.
No. The Contains box matches text only. The Date filter covers a project’s Last Activity or Due Date.