Filter

As a project grows, the Inbox can become crowded. The Filter panel (accessible via the filter icon on the right) is your most powerful tool for project oversight.

Filter Criteria

• Search: Quick text search across subjects and bodies.
• Members: Filter by “Assigned to me” to see your personal to-do list, or filter by specific To/Cc recipients.
• Tags: Drill down into specific categories. Most importantly, use the “Awaiting-approval” tag to see what is stuck in the internal review pipeline.
• Due Date: This is the project manager’s best friend. Filter by “Over Due” to identify risks, or “Due This Week” to plan your site meetings.
• Marked Status: Toggle between “Marked as read” and “Marked as un-read” to ensure you haven’t missed any incoming data.

Advanced Search & Filtering

• Full-text search across email subjects and bodies.
• Search within attachments (full-text search).
• Date-range filtering (beyond preset options like “Due This Week”).
• Ability to save custom filtered views for quick access.

Exportable Reports

Every document list, email list, and filtered view can be exported as a report in PDF, CSV, or Excel format.