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Dashboard and task log filtering

Dashboard and task log filtering

We hope this finds our user community well.

Our latest release represents a significant piece of work.

Once you get your hands on it, we think you will see why – as your Method Grid dashboards and task logs can now be interrogated by a powerful set of new filters.

Task Log Filtering

To start with, task logs at the element and grid level (accessed via: information (i) > task log action buttons*), can now be filtered and index-sorted by multiple data columns.

Simply click on any column header’s filter icon to reveal a filter drop down:

For example, you can now select all open tasks within a project/grid that are owned by selected team colleagues and due to complete in the next four weeks. The search/filter permutations are now endless.

Of course, filtered views can then be exported (as .csv files) or sent to print.

* Reminder: The task log view in elements/grids can also be expanded (diagonal arrow action button) to full page view.

Dashboard Filtering

For our Professional licence users, this new release really powers-up the dashboard also.

The same filtering logic can now also be applied to the following dashboard tabs:

  • Overview – summary display of all grids in a portfolio/account view; now filterable by:
    • Folder name
    • Grid name
    • Grid type (master, non-master)
    • Grid owner
    • Grid flag status
    • Grid due date
    • Grid status (sort only)
    • Grid element %complete (sort only)
  • Elements – summary display of all elements within your account; now filterable by:
    • Element name
    • Element owner
    • Element flag status
    • Element due date
    • Element status (sort only)
    • Grid name (within which element lives)
    • Stage name (within which element lives)
    • Theme name (within which element lives)
    • Folder (within which grid/element lives)
  • Tasks – summary display of all tasks within your account; now filterable by:
    • Task name
    • Task owner
    • Task flag status
    • Task due date
    • Task status
    • Element name (within which task lives)
    • Grid name (within which task lives)
    • Stage name (within which task/element lives)
    • Theme name (within which task/element lives)
    • Folder (within which grid/element/task lives)

Like the grid/element task logs, these account-level, dashboard views can be exported (as .csv files) or sent to print.

This has been a huge release for the team.

The simplicity of the filtering interface UX, and the huge power it unleashes with respect to the flexible interrogation and rendering of your account’s data, necessitated a considerable episode of back-end development (and testing!).

As they say, all good thing s come to those that wait!

——

Next up for our fast-moving development team?

Following the excellent, recent User Community Symposium (recording available here), we are currently in the throes of setting out our 2021 Development Roadmap (“MG21”).

We hope to have news of this exciting ambition mapped out in the coming weeks; suffice to say it will be all about further reinforcing and developing our vision to be the world’s leading platform for building knowledge as you manage projects (and personal productivity!).

As a tease for the next immediate release, we are looking at picking up some high-priority, minor improvements such as:

  • Ability to re-name and re-order file and image attachments (within element content areas)
  • Desktop notifications
  • Simple element copy/paste (within the grid view)

Please continue to keep the feedback and new feature ideas coming (there is nothing we like more).

Is there a feature you would love to see us add to our development stack? If so, please let us know in the comments below or emailĀ help@methodgrid.com

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