DPlan's filter bar lets you focus the task table and Gantt timeline on the subset of tasks that matter right now — by status, priority, assignee, or keyword search. Filters apply instantly and can be combined to create precise views for specific team members, status meetings, or sprint reviews.
Click the Filter button (funnel icon) in the HOME tab ribbon, or press F while the Gantt has focus. The filter bar expands below the ribbon, revealing four filter controls. Click the Filter button again (or press F) to collapse the filter bar and clear all active filters.
A multi-select dropdown. Choose one or more of the following values:
| Status Value | Meaning |
|---|---|
| Not Started | Work has not yet begun |
| In Progress | Actively being worked on |
| Complete | Finished (progress = 100 % OR status explicitly set to Complete) |
| On Hold | Temporarily paused — waiting for a dependency, decision, or resource |
| Cancelled | Removed from scope — kept for record but excluded from scheduling |
Select multiple values to show tasks matching any of the selected statuses. For example, selecting "In Progress" + "On Hold" shows all active and blocked work.
A multi-select dropdown with four priority levels:
| Priority | Typical Use |
|---|---|
| Low | Nice-to-have; defer if schedule is tight |
| Medium | Standard work; scheduled in normal flow |
| High | Important; elevated attention required |
| Critical | Must not slip; often aligns with critical path tasks |
Selecting "Critical" + "High" gives a view of the top-tier work in the project.
A searchable dropdown populated from all distinct assignee values in the project (both free-text assignees on tasks and named resources from the resource manager). Type a name to search, or click the dropdown arrow to see the full list.
Select one or multiple assignees. The filter shows tasks where the assignee field matches any of the selected names, OR where any assigned resource matches.
A free-text search field. As you type, DPlan filters tasks whose name or notes contain the typed string (case-insensitive). The search is live — the task list and Gantt update with each keystroke.
For example, typing API immediately shows all tasks and milestones whose name or notes contain the word "API". This is useful for tracing a particular theme or deliverable across a complex project.
A free-text input that filters tasks by their tags (see Tags & Comments). Type any part of a tag name — the filter matches tasks where any of their tags contain the typed string (partial match, case-insensitive).
For example, typing spr matches tasks tagged sprint-3, sprint-4, and sprint-review. Typing backend shows only tasks tagged backend.
When multiple filters are active simultaneously, DPlan applies AND logic: a task must satisfy all active filters to be shown. For example:
Within a single multi-select dropdown (e.g., selecting two statuses), the logic is OR: the task needs to match any one of the selected values in that filter. The AND applies across different filter types.
When filters are active, summary phases have special handling:
Additionally, filtered summary phases are automatically expanded so their matching children are immediately visible. You do not need to manually expand each phase.
The Gantt timeline updates in real time as filters are applied. Only the bars of matching tasks (and their parent summaries) are shown. The timeline's date axis and today-line remain visible at all times. Dependency arrows are shown only between visible tasks — arrows to hidden tasks are not drawn.
This means a filtered Gantt is a fully navigable timeline showing only the relevant subset of work. You can still drag bars, zoom, and scroll while filters are active.
Three ways to clear all filters at once:
To clear a single filter without affecting the others, click the × inside that specific dropdown to deselect all values in that dropdown.
Setup: Assignee = [your name], Status = "Not Started" + "In Progress"
Use case: Start of day — see exactly what you need to be working on today. Nothing completed, nothing cancelled, nothing assigned to others.
Setup: Priority = "Critical", Status = "Not Started" + "In Progress" (and optionally enable the critical path highlight in VIEW tab)
Use case: Weekly management review — identify tasks that are critical and not yet complete. Cross-reference with the critical path highlight to see which are actively controlling the project end date.
Setup: Status = "Complete", and optionally set a date range by using the search field with a month abbreviation if your task names include sprint or month labels (e.g., search for Sprint 3)
Use case: Retrospective preparation — quickly build a list of what was accomplished in the sprint. Screenshot or export the filtered Gantt for the retrospective document.
Setup: Status = "On Hold"
Use case: Risk review — see all blocked tasks in one view. Each On Hold task should have notes explaining why it is blocked and what needs to happen to unblock it. Review these notes via hover tooltip on the Gantt or by clicking into the Task Editor.
Setup: Priority = "High" + "Critical", then visually scan the cost column for the most expensive tasks
Use case: Budget review — find the tasks that are both high-priority and high-cost. These are where budget risk concentrates. Cross-reference with the Dashboard Top 5 Tasks by Cost panel.
Setup: Run the filter four times with different assignee values and screenshot each — or leave one assignee filter active during the team's stand-up call and switch assignees as each person gives their update.
Use case: Daily stand-up — use the assignee filter to walk through each person's current tasks. The filtered Gantt gives a visual context for each person's work within the broader timeline.
Setup: Tag = "sprint-3" (or whichever sprint tag you use)
Use case: Sprint planning — instantly see only tasks committed to the current sprint. Combined with Status = "Not Started" + "In Progress" gives a live sprint board view directly in the Gantt.
Filters are respected by several export formats, allowing you to share filtered views: