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Filter the List of Work Items

Modified: 10 May 2026 Viewpoint Team Project Management

You can filter the list of work items to limit the work items displayed and quickly find the ones you want to work with by selecting the work item type you want to work with and clicking the Filter button.

You can filter on multiple fields at a time, but only the work items that match all the criteria entered are displayed. The list is only filtered for you. Other users are not affected by the filters you add.
  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. Click the tab of the work item type you want to work with (submittal, RFI, issue).
  3. Click the Filter button .
    The Filters pane appears.
  4. Enter filter criteria in one or more files in the following areas:
    • Details
    • Dates
    • States
    • Organization/Roles
    Tip: Click on an Area header to see the fields in that area.
  5. Click Apply.
    The Filter Active button appears above the list of work items.
The list of work items is limited to just those that meet all the criteria you entered.
After you filter the list of work items, you may want to modify the filter. Follow the steps above to modify the filter. You may also want to remove the filter. See Remove Filters from the List of Work Items for details.
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