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This Gemini community support site can be used to find solutions to product issues. You can log in using Open Id, Google Profile and even Facebook. Feel free to ask a question or browse FAQs and documentation. Product tour videos are also available along with how-to videos demonstrating key Gemini capabilities.




Index Using the Filter
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 1.9        MS Project Connector
appnav
Project
 2      Getting Started with Gemini 5
usage
projects
templates
 2.5.1          The Grid
usage
Excel
 2.5.2          The Planner
usage
 2.5.3          Activity Page
usage
time
 2.5.4          Timeline Page
usage
time
 2.5.5          Roadmaps and Changelogs
usage
time
 2.5.8          The Calendar
usage
projects
add-ons
time
plugins
ms-outlook
 2.5.9          Burndown and Burnup Charts
usage
time
reporting
 2.5.11           The Data Import Wizard
admin
database
templates
Excel
migration
 3      Creating and Managing Tasks
usage
 3.1        Creating Tasks
projects
templates
 3.2        Rapid Planning (Creating Multiple Tasks)
usage
projects
templates
 3.3        The View Item Page
usage
projects
sentry
 6.1        Introduction to Sentry
usage
testing
sentry
 6.2        Test Cases
usage
testing
sentry
 6.3        Test Plans
usage
testing
sentry
 6.4        Test Runner (Executing Tests)
usage
testing
sentry
 6.5        Test Run History
usage
testing
sentry
 10.5         Item Management
 10.5.1           Overview
 10.5.2           Creating
 10.5.3           Editing
 10.5.4           Viewing
 10.5.5           Visibility
 10.5.6           Custom Fields
custom-fields
 10.5.7           Comments
 10.5.8           Hierarchy
 10.5.9           Links
 10.5.10            Recurrence
 10.5.11            Estimates & Time Logs
time
 10.5.12            Source Control Links
 10.5.13            Audit Trails
 10.5.14            Workflow
 10.5.15            Filter Items
find-filter
 10.5.15.1              Using the Filter
find-filter
 10.5.15.2              Saving and Reusing Filters
find-filter
 10.5.15.3              Cross Project Roll-ups
find-filter
 10.5.16            Patterns
usage
projects
 10.7         Time Management
time
 10.7.1           Time Reports
time
 10.7.2           Recording Time
usage
 10.10.1.5              Item Management
admin
 10.12.9            Custom Fields API
custom-fields
api
 10.12.11             Items API
api
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Using the Filter

items
find-filter

The items filter allows you to define your search criteria so you can view items of interest to you. You can save and re-use a filter (more on this later).

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1 – Closed Items

By default, items marked with a status of closed are not shown in search results. Un-check the Exclude Closed Items option to show closed items in the items grid.

2 – Selected Project

By default the currently selected project is the focus of the search – only items belonging to this project will be returned.

image

You can click-select multiple projects or just select a project group to include all projects in that group (e.g. selecting “Development” group will automatically select both “Company Intranet” and “Integrated Marketing Solution” projects).

Once selected, just click the View button or click away from the popup filter box to set the criteria.

image

3 – Criteria Filters

Once projects have been selected, the project level filters come into play to help you refine your search. These project specific filter options will appear slightly indented and underneath the Project filter option.

image

Simply click and set the filter options as required.

image

Once selected, just click the View button or click away from the popup filter box to set the criteria.

image

4 – Custom Fields

Items can also be filtered by any Custom Fields that may be applicable to the project.

image

Once selected, just click the View button or click away from the popup filter box to set the criteria.

image

5 – Keywords

You can also perform a keyword search.

image

6 – Saving

Once defined and executed, filters can be saved and reused later as required.

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