Allfred remembers the filters you use, so you don't have to set them up again every time you open a page. Every user can build their own filtered view of the data they work with most, and Allfred keeps that view ready for them.
Why this is useful
If you check the same filtered list every day - for example, only your own active projects, or only unpaid invoices for a specific client - you no longer need to reapply those filters each time. Allfred remembers the last filter and sorting you used on a page, and lets you save your favourite combinations under a name so you can switch between them whenever you need to.
Where filter memory works
Filters are remembered on a per-user, per-browser basis in these areas:
Time reports
List of tasks
Planning (the selected team is remembered; filtered positions and other filters are remembered too)
Proposals → Budgets
List of projects
All Finance sections: Request for invoicing, Invoicing plan, Credit accounts, Proforma invoices, Outgoing invoices, Expenses, Bank
Reports (Utilization, Revenue, and others)
Documents
Brands/Clients
Two ways Allfred remembers your filters
There are two related but distinct mechanisms:
1. Automatic session memory. Allfred always remembers the last filter and sorting combination you used on a page - even if you never explicitly save anything. Close the tab, come back later, and your filters are still there. This works whether you're using an unsaved (just clicked together) combination or an active named saved filter.
2. Named saved filters. If there's a filter combination you return to often, you can save it under a name so you can switch to it any time - even if you've since changed your filters for something else. To save one:
Set up the filters (and sorting, where relevant) the way you want them.
Click Save next to the "Saved filters" dropdown.
Give the filter a name and confirm.
Once saved, your named filters appear in the Saved filters dropdown. From there, you can:
Apply a saved filter by clicking its name.
Update it - this overwrites the saved filter with whatever combination is currently active.
Delete it if you no longer need it.
👉 A quick note: if you save a filter with a name that already exists, Allfred does not check for duplicates or warn you - the new save simply creates another entry with the same name.
Saved filters are personal - only you can see and use the filters you save. They aren't shared with other project managers or team members.
Regular date filters vs. Dynamic range
Most date-based filters (Start Date, Deadline, Due Date, Created At, and similar) let you pick a fixed date or a fixed date range - for example, 1 July 2026 to 31 August 2026. A fixed date filter always points to those exact calendar dates, no matter when you open the page again.
Dynamic range works differently. Instead of a fixed date, you choose a rolling period relative to today:
Next 7 days
Next 14 days
Next 30 days
This month
Last month
This year
Last year
The key difference: a dynamic range recalculates itself every time you open the filter. For example, if you save a filter with This month selected in August, and you save that filter as a named saved filter, opening it again in September will automatically show you September's data - not August's.
The filter always reflects "the current month," whatever month that happens to be. This makes dynamic ranges especially useful for saved filters and recurring reports you check on a regular schedule, since you don't need to update the dates by hand.
To use a dynamic range, open a date filter and toggle Dynamic range, then pick one of the relative periods above.
A few common scenarios
A PM who only wants to see their own tasks and projects. Filter by Project Manager = yourself, save it as a named filter (e.g. "My work"), and switch to it instantly whenever you need it.
Finance: checking overdue invoices every Monday. Filter Outgoing invoices by Payment status = Unpaid and Due date with Dynamic range = "This month," save it once, and it'll always show the current month's overdue invoices without any manual updating.
An account team focused on one client vertical. Filter tasks or projects by Client/Brand, save it under a name like "Automotive," and reuse it across sessions.