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.

Did this answer your question?