WorkOwl allows you to apply multiple filters to tasks, projects, or client lists to focus on what matters most. Sometimes you may want to clear filters temporarily without losing your custom view settings. This ensures you can explore different data while keeping your saved views intact.
1. Understanding Filter Clearing vs. Resetting
- Clearing Filters: Temporarily removes applied filters while keeping your layout, column settings, and other view preferences unchanged.
- Resetting Views: Returns the dashboard or list to default settings, removing filters, sorting, and customizations.
Clearing filters is useful when you want a broader view without losing your saved structure or preferences.
2. How to Clear Filters
To clear filters in WorkOwl:
- Open the dashboard, project, or client list where filters are applied.
- Click the Clear Filters button (usually located near the filter panel or at the top of the list).
- All applied filters will be removed, showing the full set of tasks, projects, or clients.
- Your view layout and saved view settings remain unchanged.
You can now see all items without losing your preferred column arrangement, sorting, or sections.
3. When to Use Clear Filters
- Temporarily reviewing all tasks or clients without altering your custom view.
- Checking project progress or workload across all team members.
- Comparing filtered data with the full list for planning purposes.
Clearing filters is a flexible way to get a broader perspective while preserving your tailored dashboard setup.
4. Benefits of Clearing Filters
- Maintains View Settings: Keep saved views and custom layouts intact.
- Quick Access: Switch between filtered and full views effortlessly.
- Better Decision-Making: Compare filtered data with the complete dataset without reapplying filters.
- Enhanced Productivity: Avoid repeatedly adjusting filters or sorting to return to your preferred view.
5. Best Practices
- Use Clear Filters instead of resetting views to maintain your customizations.
- Combine with saved views for faster switching between frequently used filters.
- Encourage team members to clear filters when reviewing overall project progress.
- Regularly check that filters are applied correctly to avoid missing critical tasks or client information.
Quick Recap
- Clearing filters temporarily removes filters without affecting saved views or layout.
- It allows you to view all tasks, projects, or clients without losing your customizations.
- Use clear filters for quick comparisons, broad overviews, and efficient planning.
- Saved views remain available for repeated use after clearing filters.
Need Help?
For guidance on clearing filters, managing saved views, or switching between filtered and full views, visit WorkOwl Support or the Help Center in your dashboard.
WorkOwl’s filtering tools ensure you can explore data freely while keeping your dashboards organized and ready for action.