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Use filters to focus on what matters

This article explains how to use filters and customize views in elyvate to help you focus on what matters most and maintain a clear overview of your work.

Updated this week

Intro

Use filters in elyvate to customize views in project dashboards and planning views, allowing for prioritization of tasks, identification of bottlenecks, and optimization of workflows. Tailor views to display relevant information and enhance productivity by focusing on critical metrics and responsibilities.

1. Set Filters in Project Dashboard

  • Navigate to the project dashboard where all work packages are listed

  • Look for filter and sorting options in the top right corner

  • Sort work packages by various criteria such as work package number or criticality

  • Combine different sorting options to create the most relevant view for your needs

Sort by criticality to prioritize work packages with red or yellow status

2. Customize Dashboard View

  • Click on “list” to switch between list view (compact presentation) or card view (visual breakdown)

  • Use filters to select exactly what information appears

  • Show or hide elements like status indicators, responsible persons, or KPIs by clicking on them

  • Create tailored views that match your specific role or objectives

3. Set Filters in Planning View

  • Click on “Show only” to select the desired responsible to show

  • Click on “Work Package” to select which work package to show/hide

  • Click on “Columns” to filter by day of the week or by status (backlog, escalated, completed)

  • Combine filters to create highly specific views for different scenarios

Hide empty columns to maintain a clean, focused view of active measures

BENEFITS OF CUSTOM VIEWS 💡

Custom views in elyvate enhance your productivity by delivering:

  • Focus Prioritization
    Ensures you focus on tasks and measures directly related to your specific role and responsibilities
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  • Bottleneck Identification
    Provides clear visibility of delays and blockers to address issues promptly
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  • Information Clarity
    Creates a clean workspace by displaying only the most relevant data for your needs
    ​

  • Workflow Optimization
    Enables seamless coordination and resource allocation across different teams
    ​

  • Data-Driven Insights
    Highlights critical metrics and indicators that power informed decision-making

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