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How do I filter my projects or tasks?

When you have a long list of projects or tasks, ZipBooks makes it easy to narrow down the list, to more easily find the ones you’re looking for. You can choose to see all active records, or filter to see only archived records.

Here’s how to filter:

  1. Sign in to ZipBooks and click on Tracking in the box on the left.
  2. Click on Projects (or Tasks).
  3. Click on Active at the top of your list.
  4. Click on Archived to see a list of only those that have been archived. 
  5. To return to the default view, click on Archived, and choose Active.

All done!

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