Filters

Learn how to use calendar filters in AroFlo Office

Updated on May 24th, 2024

Filters are used to filter out the schedules within your calendar based on resources, clients, locations, projects, assets, task types, priority and task status. You can apply one, or several filters from the list when filtering your calendar.

Add a filter

To apply filters to your calendar:

  1. Click the filter button to open the filters menu.
  2. Click the plus button on a filter option (e.g. Clients, Locations, or Assets) to add that filter.
  3. Select how you would like to filter your calendar.
  4. Click to close the Search window.
  5. Select more filters if required and follow the same steps.
  6. Once all filters have been chosen, click Save.
  7. Your calendar will now only display schedules that match your selected filters.
 

Remove a filter

When you filter your calendar, the filter icon will have a counter on it   to indicate how many filters have been applied and that the full schedule is not displayed. 

  1. Click the filter icon to bring up the filter settings, as above.
  2. Click on the X to remove the relevant filters.
  3. Click Done.

Filters will not be saved when you leave the calendar.

 
 

 

Filter by resource

Single resource

If you have multiple resources displayed on your calendar, you can temporarily show only one person's events and hide all others.

The easiest way to do this is to hover over the resource's name and click the Filter Resource button: (eye symbol).

Only the selected resource's events will be shown on the calendar and the Resources icon will have a counter on it to indicate how many filters have been applied and that the full schedule is not displayed.

To return to the previous view, hover over the resource's name again and click the (eye with a line through).

 

Multiple resources

If you want to filter on multiple resources, click the resources button (people icon) and select the Filter Resource button (eye icon) for each resource you want to filter on the calendar.

If you have several resources, you can also type in the Filter field to live search.

 

Click Save when finished.

To return to your previous view, click the Resources button and deselect the Filter Resource buttons .

Click Save when finished.