Filter Plans by Flagged Items

[Lindsay Kirsch]

Hello,

Is it possible to filter items in a plan by a flag?

Thank you!

[Trudy Claspill]

Hello @Lindsay Kirsch 

Do you mean the system provided "Flagged" field? The field that gets set when you use the "Add flag" action?

[Lindsay Kirsch]

Yes - so I want to be able to create a filter on my PLAN for items that have this flag.

[Trudy Claspill]

If you want to dynamically apply a filter to an existing plan the Flagged field is available for that.

[Lindsay Kirsch]

I do not appear to have this option...

[Trudy Claspill]

Go to Plan Settings > Timeline.

You should see a section for Fields added to timeline. If Flagged is not listed, click the +Add field button and add it.

When it is added to the list, check the box in the Filter column.