Filter Task or Form Pins in Plan View Web

When viewing a drawing in the plan view, you can filter the task and form pins to see only the pins you want to see, including ones assigned to you.

  1. Select the menu icon in the upper left corner, then choose Plan View.
  2. To see your tasks and forms, select the Assigned To Me checkbox in the drawings pane.
  3. To add filter criteria, select the funnel Filter icon at the top of the panel. Field View displays the filter options in the left panel.
  4. Select the criteria to filter the pins. As you make each selection, Field View filters the pins for the drawing in the right pane
  5. Select Task Pin Filters or Form Pin Filters from the top of the left panel.
  6. Select the filter criteria for the task or form. Field View displays the pins that fit the criteria.

Select the arrow next to the Filters title to hide the filter pane. Choose the X next to the Filters title to remove the selected filters.