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Using Filters to Manage 'My Briefs'
Using Filters to Manage 'My Briefs'
Written by Breno Glennon
Updated over a week ago

PIPELINE allows you to filter the “All Briefs” overview in three different ways.

In this article, we describe how to them and how each benefits your workflow.

Option 1: Add Filter

Once clicked on the ‘Add Filter’ button a side panel opens, giving you the option to filter your All Briefs list by Folder, Stage, Creator, Tags, or Date Range (based on the last date modified).

Clear Filters: Use the option “Clear All Filters” in the top right corner of the panel to remove all filters, which returns a complete list of all your briefs in the overview again.

Filter Options and Benefits:

  • Folder: You run content production for multiple projects. Use the filter to look at your pipeline through the lens of just one particular project.

  • Stage: For example, only look at jobs that are currently 'in progress' or all briefs that are awaiting to be allocated, or see all your briefs that are currently in the ‘draft’ stage.

  • Creator: You have a review or work-in-progress meeting coming up with the PLATTAR team. Use the filter to just look at jobs a particular creator is working on.

  • Date Modified: Use the date range to see, for example, which jobs have had any change recorded over the last week.

  • Tag(s): You can select one or more tags to filter. If you use tags, for example, to group jobs of a particular batch within a larger content production project together, then generating a filtered view can greatly help your workflow in managing briefs or solutions of just this group.

You can, of course, use multiple filter options to create an even more refined view of your jobs in PIPELINE.

Option 2: Search

Use the “Search” function by clicking on the magnifying glass. Type your search term into the search bar and hit 'Enter' on your keyboard to get a list of matches.

The search function is best for finding a particular brief or solution. Use ID, SKU, or Name to get the best results when looking for an individual model.

Option 3: New status updates Toggle

Switch the toggle to “Show only new status updates”. This allows you to filter your list by the “Latest Changes” column where a change has occurred. Briefs with a status update that has not been responded to yet are highlighted with a green dot in the Latest Change column.

Additional Filters and Sorting Options

Much like other online file storage systems you may use, you are able to sort each column in ascending or descending order by clicking on the column header.

At the bottom of your All Briefs screen you also have the option to select how many briefs are displayed per page as well as navigating to the first, last, next or previous page by clicking on the arrows.

This concludes the "GETTING STARTED" section. You should now be familiar with how to create folders, new requests and manage your pipeline of briefs.

Next: Let's explore how REQUEST MANAGEMENT works in PIPELINE.

(skip this article if PLATTAR manages request allocation for you)

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