What You'll Learn:
How to find and apply filters to narrow down your data
How to use logic switches to refine your search
How to save filter configurations as favourites for quick access
Why Use Filters?
Filters help you quickly find the exact information you need across the Uptick web platform. Whether you're looking for tasks due this week, completed jobs for a specific client, or assets in a particular location, filters save you time by displaying only relevant results.
You can combine multiple filters to create precise searches and save these configurations as favourites for instant access later.
Understanding the Filter Bar
Filters appear at the top of most pages in Uptick. Here's what each component does:
Search Bar
Type keywords to instantly search. Results update as you type.
Add Filter Button
Click to select from available filters. You can apply multiple filters at once to narrow your results.
Favourites Button ⭐
Save your current filter configuration or select a previously saved favourite. Favourites can also be added as quick access tiles on your dashboard.
Active Filters Display
Shows all currently applied filters. Click the minus (−) icon next to any filter to remove it.
How to Apply Filters
Click "Add Filter" to see available filter options
Select a filter type (e.g., Status, Client, Due Date)
Choose your filter logic (see below)
Select or enter your value using the dropdown or date picker
Add more filters as needed to refine your search
Results update automatically as you apply filters
Understanding Filter Logic
Many filters include logic switches that control how they work:
Is / Is Not
Is: Shows only items that match (e.g., Status Is Complete)
Is Not: Excludes items that match (e.g., Status Is Not Complete)
Active: Yes / No
Yes: Shows only active items
No: Shows only inactive items
Date Filters (Created, Due, Completed)
Choose between:
Fixed Date: Select a specific date using the date picker
Relative to Now: Choose from beginning of day, week, month, or year (e.g., "Due Before: End of Week")
Saving Filters as Favourites
Save frequently used filter combinations to access them instantly:
Apply the filters you want to save
Click the Favourites button (⭐)
Select "Save as Favourite"
Give it a clear name (e.g., "Overdue Tasks - Sydney")
Click Save
Tip: Add favourites to your dashboard as tiles for one-click access. Learn more in How to Set Up Appropriate Favourites.