Managing large number of filters

Russell Mercer

I manage product releases and have multiple columns that I need to filter by (department and owner). I have a variety of entries in a given column, but I cannot find a way to click the dropdown at the top of the column and select one of the values within that column (like how filter works in Excel).

 

Am I forced to create a filter for every value that I would like to filter by? When working on projects with 20-30 people (a list that often changes based on the area of the company I'm working on), this is a lot of unnecessary work.

Tony Davidson - SmartSheet Certified User 2016

Hi Russell..just right click on the column header and you can sort or filter on multiple criteria 

Russell Mercer

Hi Tony - thanks for responding. I tried doing that (first screenshot) but it seems to take several clicks, and if I want to do this repeatedly (such as on a weekly call to show tasks by owner or department as I call on that respective owner) I'll end up with a large filter list (second screenshot).

 

This may be my only option, but trying to be sure I'm not missing something.

Russell Mercer

Tony Davidson - SmartSheet Certified User 2016

Check out this link below..if you do saved filters by rep it's literally just two clicks to access a saved filter 

 

https://help.smartsheet.com/articles/504659-using-filters-to-show-or-hide-sheet-data?__hstc=44907643.6d4fddfc72c8bf97db0af9526018458f.1389312000022.1389312000023.1389312000024.1&__hssc=44907643.1.1389312000025&__hsfp=1950245361