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Filter Projects by Status or Assignee in Britixo?
Introduction
Managing multiple projects can become complex if you’re unable to quickly find what you need. Britixo practice management software provides built-in filters so you can instantly sort projects either by status (Active, Completed, On Hold, Cancelled) or by assignee (staff responsible for the project). This helps you focus on exactly what matters and ensures nothing gets overlooked.
✅ Step 1: Go to the Projects Section
🧭 From the left-hand menu, click Projects .
📋 The full list of projects will load, showing their name, customer, status, and deadline.
🎯 Above the project list, you’ll see filter options.
✅ Step 2: Filter Projects by Status
🏗 In the Status filter , select the type of project you want to view.
Active – Projects currently in progress.
Completed – Projects marked as finished.
On Hold – Projects temporarily paused.
Cancelled – Projects no longer running.
✨ Selecting a status will instantly update the list to only show matching projects.
💡 You can combine statuses, for example, viewing both Active and On Hold at once.
✅ Step 3: Filter Projects by Assignee
🧑💼 Next to the status filter, you’ll find the Assigned To filter .
Select a staff member’s name from the dropdown list.
The list will refresh, showing only the projects that have that person assigned.
📊 This is useful for managers checking workload distribution or team members reviewing only their own projects.
✅ Step 4: Combine Status and Assignee Filters
🔍 You can apply both filters together.
Example: Status = Active + Assignee = John Smith will only show active projects where John Smith is assigned.
🔁 Reset filters anytime by clicking Clear Filters at the top.
✅ Step 5: Use Search with Filters
📂 If needed, type part of the project name or reference number in the search box while keeping filters applied.
🔎 This makes locating specific projects much faster when you’re dealing with dozens of records.
Pro Tips
✅ Regularly filter by Completed to ensure projects are properly closed.
✅ Use Assignee filter to balance workloads between team members.
✅ Combine filters with tags (if added) for even more control.
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- How to Set Up Email Templates & Email Branding in Britixo
- How to Set Up Your Branding and PDF Templates in Britixo
- How to Add Custom Fields for Clients, Projects and Invoices
- How to Use the Quick Actions Menu in Britixo
- How to Use the Global Search Bar Efficiently in Britixo
- How to Create and Assign Tasks in Britixo CRM
- How to Track Time on Tasks in Britixo CRM
- How to Comment and Collaborate on Tasks in Britixo
- How to Create and Manage Projects in Britixo CRM
- Assigning Staff and Customers to a Project in Britixo
- How to Add Tasks to Projects in Britixo CRM
- Understanding Task Status and Priorities in Britixo CRM
- Using the Kanban Board to Manage Tasks in Britixo
- Tracking Time for Tasks and Projects in Britixo
- Creating and Managing Project Milestones in Britixo
- Uploading and Sharing Project Files in Britixo CRM
- Using Project Discussions to Collaborate in Britixo
- Creating and Sending Project Invoices in Britixo CRM
- Setting Project Permissions for Team Access in Britixo
- Archiving or Marking a Project as Finished in Britixo
- Filter Projects by Status or Assignee
- How to Change the Status of a Project
- How to Track the Activity of a User in Britixo
🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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