Powerful new filters have arrived!

By - 25 Nov 2013

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Lots of you have been telling us that you regularly need to focus on specific projects. So, we’ve completely re-engineered the filters in the bookings section to allow you to do that. Now you can simply select a project and it will automatically filter the list to resources for that project.

You can do the same thing with specific clients too. If you assign colors to projects and clients then you can easily pick out the relevant bookings on the calendar.

Needle in a haystack

But there’s much more to the new filters than that. Let’s say I need to find people with HTML5 and CSS skills in either LA or San Francisco … easy! Just select the filters you need and choose “match all” for the skills and “match any” for the location … done!

Any/all filters

Customize your filters with custom fields

Filters are automatically created from any custom fields you have in your settings (Settings > Resources > Custom Form Fields). In our account, we have custom fields for “Skills”, “Location”, “Perm/freelance” and “Department”. But you can add whatever custom fields suit your business and they will automatically appear as filters. Just categorize your resources with your custom fields and you’re ready to go. There’s more detailed info here.

Edit Custom Field

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Side-by-side comparisons

Doing side-by-side comparisons is much easier too. For example, I need a copywriter/designer team to work on a project for 2 days soon. I know that Amanda and Ben make a great team but are they both available at the same time in the next few weeks? With the new filters, I can filter by name and I can see that they both have a couple of days free on Thursday and Friday – perfect!

Resources side-by-side

Saved filters

We’ve added a nice little time-saver – save your favorite filter sets. When scheduling teams, you often need quick access to the same groups of people over and over again. I work with Amanda and Ben all the time so I’ve saved a filter set called “Dynamic Duo”. Now my favorite team are just a click away. Saved filters are personal to your account so feel free to use cheesy names like I do.

saved-filters

One more thing

In the past it wasn’t easy to filter down to one resource type, eg meeting rooms. Now, just clicking the “All” link solves that problem.

All resources

These new filters should help you get your work done faster and we hope you enjoy using them. We honestly think they could be the best darn filters on the web!

Hi, I'm Andrew, one of the co-founders of Resource Guru. Please feel free to leave comments or get in touch - I'd love to hear from you.

  • Nick

    Being able to save a custom filters will really be a time saver. However I thought that along with the filter upgrade you were going to allow custom fields to be added to Clients/Projects. Is there a different area to add those custom fields?

    • Hi Nick, thanks for your feedback. We do have plans to add custom fields to projects and clients in the future but I’m afraid it wasn’t part of this release.

      I like the way you’ve added it in your screenshot – nice idea. Also, I notice that you’ve got a custom field for “tentative”. We do plan to have some dedicated functionality for that in the future too.

  • Rebekah Walker

    The additional filters on the Bookings screen are super helpful. I desperately need to filter the reports via a custom field, in my case, which team a person is on. Are filters for reports on the product roadmap?

    • Thanks for the feedback Rebekah and glad you’re finding the new filters helpful. I’m happy to say that we fully intend to mirror these filters in the reports section – stay tuned!

      • Rebekah Walker

        That’s great news, Percy. Thanks for the quick response.

  • Chris Benton

    Is there a way to pass the filter names into the url? e.g. /bookings/ ? because that would be extremely useful to minimise clicks.

    • Good question Chris. I’m afraid the answer is “Not yet”. In the meantime, you can use saved filters for groups that you look at frequently. Hope that helps :)