Timelined Filters

Table of Contents

• What Are Filters?
• Accessing Filters
• Filter Options
• Creating Filters
• Saving Filters
• Loading Saved Filters
• Managing Saved Filters
• Clearing Filters
• Filter Examples
• Tips and Best Practices

What Are Filters?

Filters allow you to narrow down your timeline to show only events that match specific criteria. You can filter by:

• Date ranges (last 30 days, this year, custom dates)
• Categories (Work, Personal, Travel, etc.)
• Event Types (Meeting, Milestone, Vacation, etc.)
• Tags (important, urgent, completed, etc.)
• People (specific individuals)
• Parent Events (events with or without parents)
• Text Search (search in titles, descriptions, etc.)
• Location (search by location or address)

Filters can be combined to create complex queries, and you can save frequently used filter combinations for quick access.

Accessing Filters

From the Timeline View

1. Open Timelined and navigate to the main timeline view
2. Tap the filter button (funnel icon) in the navigation bar
3. The filter view opens where you can configure your filters

Filter Indicator

When filters are active, you’ll see:

• Filter icon highlighted in the navigation bar
• Number of matching events displayed
• “Clear Filters” option available

Filter Options

Date Filters

Quick Date Filters

• None: No date filter (show all dates)
• Last 30 Days: Events from the past 30 days
• This Year: Events from the current year
• Last Year: Events from the previous year
• Before…: Events before a specific date
• After…: Events after a specific date

Custom Date Ranges

• Before Date: Select a date to show only events before that date
• After Date: Select a date to show only events after that date
• Combined: Use both “Before” and “After” to create a date range

Tips:

• Use “Last 30 Days” for recent activity
• Use “This Year” for annual reviews
• Use “Before” and “After” for specific time periods

Category Filters

Filter events by their assigned categories.

1. Tap “Categories” in the filter view
2. Select one or more categories from the list
3. Events matching any selected category will be shown

Tips:

• Select multiple categories to see events from any of them
• Useful for viewing all “Work” or “Personal” events together

Event Type Filters

Filter events by their specific types.

1. Tap “Event Types” in the filter view
2. Select one or more types from the list
3. Events matching any selected type will be shown

Tips:

• Combine with categories for more specific filtering
• Example: “Work” category + “Meeting” type = all work meetings

Tag Filters

Filter events by their tags.

1. Tap “Tags” in the filter view
2. Select one or more tags from the list
3. Events with any selected tag will be shown

Tips:

• Tags are great for cross-cutting filters
• Example: “important” tag shows all important events regardless of category
• Use multiple tags to find events with specific combinations

People Filters

Filter events by associated people.

1. Tap “People” in the filter view
2. Select one or more people from the list
3. Events associated with any selected person will be shown

Tips:

• Useful for tracking events involving specific individuals
• Example: Filter by “John Doe” to see all events with John

Parent Event Filters

Filter events based on their parent-child relationships.

1. Tap “Parent Events” in the filter view
2. Select one or more parent events from the list
3. Options:

• Show child events of selected parents
• Show only parent events (events without parents)
• Show only child events (events with any parent)

Tips:

• Use to focus on specific project or event series
• Filter by “No Parent” to see only top-level events

Text Search

Search for text within event content.

Contains Text

• Searches in: Titles, subtitles, and descriptions
• Case-insensitive: Matches regardless of capitalization
• Partial matches: Finds events containing the search text

Example: Searching “meeting” finds:

• “Team Meeting”
• “Meeting Notes”
• “Scheduled a meeting with client”

Location Contains

• Searches in: Location addresses
• Useful for: Finding events in specific locations

Example: Searching “New York” finds all events in New York.

Tips:

• Use specific keywords for better results
• Combine with other filters for precise searches
• Text search works across all matching events

Creating Filters

Step-by-Step Guide

1. Open the filter view (tap filter icon)
2. Configure your filter criteria:

• Select date range (if needed)
• Choose categories (if needed)
• Select types (if needed)
• Pick tags (if needed)
• Choose people (if needed)
• Select parent events (if needed)
• Enter text search (if needed)
• Enter location search (if needed)

1. Tap “Apply” to see filtered results
2. Review the results in the timeline view
3. Adjust filters as needed

Combining Filters

Filters work together using AND logic:

• All selected criteria must match for an event to be shown
• Example: “Work” category + “Meeting” type + “Last 30 Days” = Work meetings from the last 30 days

Tips:

• Start with broad filters and narrow down
• Use multiple criteria for precise results
• Test combinations to find what works best

Saving Filters

Why Save Filters?

Saving filters allows you to:

• Quickly access frequently used filter combinations
• Share filter configurations with others
• Create preset views for different purposes
• Save time by not recreating complex filters

How to Save a Filter

1. Configure your filter with all desired criteria
2. Tap “Save Filter” button in the filter view
3. Enter a name for your filter
4. Tap “Save” to save the filter

Note: You can only save filters when you have active filter criteria configured.

Filter Names

• Choose descriptive names: “Work Meetings This Year”, “Personal Events 2024”
• Use consistent naming: Makes it easier to find saved filters
• Keep names short: But descriptive enough to understand the filter

Loading Saved Filters

How to Load a Saved Filter

1. Open the filter view (tap filter icon)
2. Tap “Load Filter” button
3. Select a saved filter from the list
4. The filter is applied automatically

Filter List

The saved filters list shows:

• Filter name
• Filter criteria summary
• Options to load or delete

Tips:

• Load filters to quickly switch between different views
• Use saved filters as starting points for new filters

Managing Saved Filters

Accessing Filter Management

1. Go to Settings (gear icon)
2. Tap “Manage Filters”
3. View all saved filters

Available Actions

Edit Filter

• Tap on a filter to view its details
• Modify the filter criteria
• Save changes

Delete Filter

• Swipe left on a filter in the list
• Tap “Delete”
• Confirm deletion

Rename Filter

• Tap on a filter to edit
• Change the filter name
• Save changes

Best Practices

1. Regular Cleanup: Delete unused filters periodically
2. Organize by Purpose: Name filters by their purpose (e.g., “Weekly Review”, “Project Tracking”)
3. Update as Needed: Modify saved filters when your needs change

Clearing Filters

How to Clear All Filters

1. Open the filter view
2. Tap “Clear Filters” button
3. All filter criteria are reset
4. All events are shown in the timeline

Clearing Individual Filters

• Date Filter: Select “None” from quick date filters
• Categories: Deselect all categories
• Types: Deselect all types
• Tags: Deselect all tags
• People: Deselect all people
• Parent Events: Deselect all parent events
• Text Search: Clear the text field
• Location Search: Clear the location field

Tips:

• Use “Clear Filters” for a quick reset
• Clear individual filters to fine-tune results

Filter Examples

Example 1: Work Events This Year

Purpose: View all work-related events from the current year

Filter Configuration:

• Date: “This Year”
• Category: “Work”
• Result: All work events from the current year

Example 2: Important Meetings Last 30 Days

Purpose: Find recent important meetings

Filter Configuration:

• Date: “Last 30 Days”
• Type: “Meeting”
• Tag: “important”
• Result: Important meetings from the last 30 days

Example 3: Events with Specific Person

Purpose: Track all events involving a specific person

Filter Configuration:

• People: Select person (e.g., “John Doe”)
• Result: All events associated with John Doe

Example 4: Personal Events Before 2020

Purpose: View historical personal events

Filter Configuration:

• Date: “Before” → Select date: December 31, 2019
• Category: “Personal”
• Result: All personal events before 2020

Example 5: Project Events with Location

Purpose: Find project events in a specific location

Filter Configuration:

• Category: “Work”
• Type: “Project”
• Location Contains: “San Francisco”
• Result: Work projects in San Francisco

Example 6: Child Events of Specific Parent

Purpose: View all sub-events of a specific project

Filter Configuration:

• Parent Events: Select parent event (e.g., “Product Launch 2024”)
• Result: All child events of the selected parent

Example 7: Text Search Across All Events

Purpose: Find events containing specific keywords

Filter Configuration:

• Contains Text: “launch”
• Result: All events with “launch” in title, subtitle, or description

Example 8: Complex Multi-Criteria Filter

Purpose: Find urgent work meetings from last month

Filter Configuration:

• Date: “Last 30 Days”
• Category: “Work”
• Type: “Meeting”
• Tags: “urgent”
• Result: Urgent work meetings from the last 30 days

Tips and Best Practices

Filter Strategy

1. Start Broad, Narrow Down: Begin with general filters and add specifics
2. Use Saved Filters: Save frequently used combinations
3. Combine Filters: Use multiple criteria for precise results
4. Test Combinations: Experiment with different filter combinations

Organization Tips

1. Name Filters Clearly: Use descriptive names for saved filters
2. Group by Purpose: Organize filters by their use case
3. Regular Cleanup: Delete unused filters periodically
4. Document Complex Filters: Add notes or descriptions for complex filters

Performance Tips

1. Use Date Filters First: Date filters are often the most efficient
2. Limit Text Searches: Text searches can be slower on large datasets
3. Combine with Categories: Category filters help narrow results quickly
4. Clear When Done: Clear filters when switching to different views

Common Use Cases

1. Weekly Reviews: Filter by “Last 7 Days” + relevant categories
2. Project Tracking: Filter by parent event or project category
3. Person Tracking: Filter by specific people
4. Location-Based: Filter by location for travel or location-based events
5. Status Tracking: Use tags like “completed”, “pending”, “important”

Troubleshooting

No Results Found:

• Check if filters are too restrictive
• Try removing some filter criteria
• Verify that events match all selected criteria

Too Many Results:

• Add more specific filter criteria
• Use date ranges to limit results
• Combine multiple filter types

Filters Not Working:

• Ensure filters are applied (tap “Apply”)
• Check that filter criteria are selected
• Try clearing and recreating filters

Advanced Filtering

Filter Logic

Filters use AND logic:

• All criteria must match for an event to be shown
• Example: Category “Work” AND Type “Meeting” AND Tag “important”

Filter Combinations

You can combine any filter types:

• Date + Category + Type: Very specific results
• People + Tags: Find events with specific people and tags
• Text Search + Location: Find events with text in specific locations
• Parent Events + Date: Find child events within a date range

Saved Filter Management

• Create Presets: Save common filter combinations as presets
• Share Filters: Filter configurations can be shared (manually)
• Update Filters: Modify saved filters as your needs change