All Notes Database View

Here you can see this is displaying all Tasks accross all Projects where the user is either the creator of the Task or is listed in the Assigned To on the field. Note that you can expand this to fullscreen, and it uses our new Database View. This lets you powerfully search any field, use dropdown filters, use date range filters, or powerful logic like “contains” filters, or “does not contain” filters. See the help article above for more information about the Database View, which is now available for All Notes and for All Tasks.

Filter: each of the column headers has a filter icon that lets you filter based on the data type. For tags, it gives you a tag selector. For date columns, you can do dates or date ranges. Also check-out the advanced filters like “contains” or “does not contain”.

Search: you can search accross all the data loaded. Just use the search bar and it will filter the view to any records that match the phrase you search on.

Group: you can right click any of the column headers to group the dataset by that column. Right click again to clear groupings.

Export to Excel: using the export button in the top nav, you can export any Database Mode view to an excel file, with either just the selected rows (use the checkboxes) or all data.

Let’s have a look at this in practice. First, grouping. Here we have grouped the Notes by Project, which is a useful look at the data:

Now, lets look at filtering. Often you will want to see all your Notes that are tagged with a certain value. So lets do that:

Sometimes we want to do a filter on just one column, and use advanced filters like ‘starts with’ or ‘contains’ or ‘does not contain’:

And lastly, we will often want to export our data to Excel. Use the Downlaod menu at the top of the Database View: