Overview:

Combinations of filters can now be saved as a group, updated, and managed so vendor users can customize how their workspaces look, know exactly how implementations are going and highlight key information.

The project filters drawer now has a dropdown ‘Saved filters’. If a user has no saved filters (the default starting point) this dropdown will be inactive, otherwise, a filter can be selected from the dropdown and applied. Clicking ‘Reset’ switches off all filters, allowing all projects to be viewed.

A user has the option to click ‘Save’ whenever one or more filters are selected. This brings up the Save filter modal where they can name the filter, opt to include any sorts applied as part of this filter, or make this filter the default view. ‘Default View’ means that whenever the user lands on the projects page this filter will be automatically applied.

If a saved filter is already applied, and a filter is added or removed, the user has the option to edit the saved filter or create a new one entirely based on this change:

Saved filters can be managed in Profile Management > Saved Filters (/app/account/profile/filters). This page allows users to searched and sort filters as part of a table.

Note that this is the only place where Saved Filters can be deleted:

Clicking ‘Rename’ on a table row will open a modal that shows a user what filters the Saved Filter is comprised of and allows the Saved Filter to be renamed: