Advanced Filtering in OnRamp

Last updated: March 13, 2026

When your project list gets long, advanced filters are how you cut through the noise — zero in on exactly the tasks or projects you need, save views you use daily, and pin your favorites for one-click access.

Steps

1. Open the Filter Menu

  • Go to the Tasks or Projects page.
  • Click the Filter button in the top-right corner.

2. Set Your Filters

Mix and match any combination of:

  • Date Range or Rolling Window — e.g. tasks due in the next 7 days
  • User Type or Completed By — internal users, customer users, or specific teammates
  • Project Status — Active or All
  • On Projects / On Modules — target specific projects or modules
  • Task Status and Progress — In Progress, Complete, or below a certain % finished
  • Dependencies — show tasks with or without blockers

Click Show Results to apply.

3. Save a Filter

  1. After setting your filter, click Save filter.
  2. Give it a clear name.
  3. Access saved filters any time from the drop-down in the filter menu.

4. Favorite a Filter for Quick Access

  1. Select a saved filter from the drop-down.
  2. Click the star icon to favorite it.
  3. Favorited filters appear at the top of your Tasks or Projects page for one-click access.

5. Manage Filters

  • Click My Filters to open filter settings.
  • Drag and drop to reorder, or remove filters you no longer need.

Tips & Troubleshooting

  • Rolling Window filters update automatically — perfect for ongoing views like “tasks due this week.”
  • Share a filter by copying the page URL and sending it to a teammate. They can save it for their own use.
  • Results look off? Check for multiple overlapping filters — look for the Filters Applied badge at the top.
  • Use Clear All at the bottom of the filter menu to reset quickly.