The Project Filters let you narrow down the project list using a combination of criteria - from who's responsible for a project to its billing status and dates. You can combine several filters at once, and save any combination for reuse.
Accessing the Project Filter:
You can find the Project Filter options in the project list view in the upper right corner:
Client/Brand
Shows only projects belonging to the selected client(s) or brand(s).
Project Manager
Shows only projects where the selected person is assigned as the responsible project manager.
Other Project Manager
Shows only projects where the selected person is assigned as an additional (non-primary) project manager.
Team
Shows only projects belonging to the selected team(s).
Status
Shows only projects with the selected invoicing status:
Uninvoiced — nothing has been invoiced on the project yet
Partially invoiced — some, but not all, of the budget has been invoiced
Invoiced — the project has been fully invoiced
Billing category
Shows only Billable or Non-billable projects.
Type
Shows only projects of the selected project type — Time & Materials or Fixed price.
Project category
Shows only projects tagged with the selected project category, based on the categories your agency has set up (optional — only relevant if you use project categories/tags).
Active in time frame
Shows all projects that were active for at least one day (based on start and end date) during the selected period. Check Dynamic range to use a rolling period (e.g. "last 30 days") instead of fixed dates, so the filter stays current automatically.
Project start date
Shows projects with a start date within the selected period. Also supports Dynamic range.
Project end date
Shows projects with an end date within the selected period. Also supports Dynamic range.
Combining and saving filters
Filters can be combined freely - for example, Client/Brand + Status + Active in time frame. Use Save to store a combination as a named filter for quick reuse, or Clear all to reset every filter at once.
👉 See Saved Filters in Allfred: Remember Your Views and Work Faster for how filter memory and named saved filters work across the app.