Filtering

Filters help you quickly narrow down data across Scorecards, Rocks, To-Dos, Issues, and Headlines, as well as by Teams and People, allowing you to customize your view and use filters to manage your workspace efficiently.

Filter Options

Using the "Is / Is Not" Filter Condition

The "Is / Is Not" filter condition allows you to control which data is displayed by including or excluding specific values. This filter is used consistently across Scorecards, Rocks, To-Dos, Issues, Headlines, Teams, and People, giving you flexible ways to customize your view.

Steps to Select Teams:

  1. Click on the Team filter field.
  2. Select a team from the dropdown list.
    • This is required. The "Is" and "Is Not" filter conditions will only appear after you’ve selected a team.
  3. After selecting a team, choose the filter condition:
    • Is - to include the selected team(s).
    • Is Not - to exclude the selected team(s).
Rocks page with the Team filter condition menu open, showing the is and is not options

You can also toggle ON the "Choose multiple" button at the bottom of the Teams dropdown if you want to include/exclude multiple teams data. Tick the checkbox next to each team you want to view/hide.

Rocks page with the Team filter dropdown open and the Choose multiple toggle highlighted, with a checkbox next to each team

Using the Funnel Icon to Filter Data

The funnel icon lets you apply additional filters to narrow down data in different parts of the app. Depending on where you are—whether it's Scorecards, Rocks, To-Dos, Issues, Headlines, Teams, or People—the filter options will vary.

This guide explains what filters appear in each section and what Status options are available when applicable.

Rocks page with the funnel icon filter menu open, listing Status, Owner and Type filters

Filter Options by Section

Below is a breakdown of what filter fields are available when you click the funnel icon, depending on the section you're in.

1. Scorecards

  • Available Filters:
    • Status: Active, Archived (Only available after Display settings Archived data is set to a Show option)
    • Owner
Scorecard page with the funnel icon filter menu open, listing Status and Owner filters

2. Rocks

  • Available Filters:
    • Status: On-track, Off-track, Done, Not done
    • Owner
    • Type: Company or Individual
Rocks page with the funnel filter Status menu open, listing On-track, Off-track, Done and Not done and a Choose multiple option

3. Headlines

  • Available Filters:
    • Status: Not shared, Shared (Only available after Display settings Discussed headlines is set to a Show option)
    • Owner
Success.co Headlines page with the filter menu open, showing Status options Not shared and Shared

4. To-Dos

  • Available Filters:
    • Status: To-do, Done (Only available after Display settings Completed to-dos is set to a Show option)
    • Owner
    • Priority: High, Medium, Low or No priority
Success.co To-Dos page with the filter menu open, showing Status options To-do and Done

5. Issues

  • Available Filters:
    • Status: Not solved, Solved (Only available after Display settings Solved Issues is set to a Show option)
    • Owner
    • Priority: High, Medium, Low or No priority
Success.co Issues page, Short term tab, with the filter menu open showing Status options Not solved and Solved

6. Teams

  • Available Filters:
    • User
Success.co Teams page with the Filter menu open, showing the User filter option

7. People

  • Available Filters:
    • Team
    • Permission: Owner, Admin, Manager, Team Member, Observer, Implementer and Practice Manager
    • User Status: Active and Inactive
Success.co People page with the Filter menu open, listing permission filters from Owner to Practice manager and a Choose multiple toggle

Use the X icon to reset filters quickly.

Success.co Rocks page with Team and Owner filters applied, the X icons that clear each filter highlighted