We recommend that you use our team-based approach, and start filtering by text within individual teams.
Step 1: Navigate to your Team dashboard and click on the square ‘Filter Menu’ button (ie. grey funnel) found underneath the Team Headline stats.
Step 2: On the right-hand Filter Panel click inside the ‘Filter types’ box to select where you want to search for text - at the team, role, activity or people level. You can select just one, or up to all four.
Step 3: Click inside the ‘Filter by text’ box and type in the word(s) you want to locate.
For example, selecting ‘Marketing’ will filter for all those teams, roles and/or activities (depending on the filter type you’ve selected) with the word ‘Marketing’ in them.
The Team Headline stats will update to reflect the percentage of time spent on ‘marketing’ work.
You can also search for individuals who are assigned to certain roles, or roles themselves.