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Search and Filter Projects

This article will help you understand how to search and filter your projects on Asite.

Updated over a month ago

The projects filter available in the top header bar of your Asite account enables you to search and filter your projects on Asite quickly.

Suppose you have access to 10 projects and you need to actively work on 3 of them on a day-to-day basis, you can simply filter those 3 projects. The applied filter gets retained for next time unless any changes are made later.

By default, you can see information for all your assigned projects (when no specific project filter is applied). Projects marked as favourites show along with an icon in the project filter, making it easy to identify those projects. Click here for detailed help on how to mark a project as a favourite.


Here are the steps to search and filter projects using the project filter:

1. Clicking on Projects Filter, a dropdown with a suggested list of projects accessible to you will be available at the top. The suggested list of projects is generated based on their names in alpha-numeric order.

Different links as shown below appear in the project filter to help you filter the projects the way you want:

Link Name

Description

Show All

Show a list of all the projects accessible to you, within the project filter itself.

Clear

Clear all current selections in the project filter.

Close

Apply the selected filter criteria and close the filter window.

2. Suggested project names will appear as you type in the characters. For example, if you type in character 's', all the projects starting with or including character 's' will be displayed.

3. Tick the 'Favourite Projects' box to include favourite projects within the project filter. All favourite projects will be displayed with a .

4. Tick the 'All' box to include all projects accessible to you within the project filter. It includes all your favourite projects and project templates accessible to you.


When applying 'All' as a project filter, it gives a prompt to narrow down your project filter criteria if possible to help work faster and improve usability. You will have the option to continue with the applied filter or change the filter criteria if required.

5. Tick the 'Project Templates' box to include project templates in the filter separately if required.

6. Once all selections are done, click 'Close' to apply the filter.

7. Data of selected projects are displayed based on the menu option.

8. If more projects are selected, the selected projects will appear in the project filter as shown below.

  • To edit the project selection in the filter anytime later, click on the project filter again and make the changes. Then click 'Close' to apply the modified filter.

  • Your menu selection will remain as is; however, the page will be refreshed to show data based on selected projects.

Matching project names start appearing as you type in the characters. For example, if you type in character 's', all the projects starting with or including character 's' will be displayed.


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