Filters can help you organize your work. They let you sort your sheets according to certain criteria: text occurrences, keywords, or creation/modification dates. Their uses are numerous and versatile. As a blogger, you can filter for blog posts with a keyword “In Progress”. As a novelist, you may want to filter based on your main character’s name, to follow her or his actions through the course of the story.
You can filter the sheets in every section, group or subgroup in your library. Adding filters can be done in three different ways. You can right-click on the group whose sheets you want to filter, or you can use the File Menu. Our preferred way of adding filters is to hover the mouse pointer over the section title and to click the + icon. Then, select "New Filter…".
In the appearing popover, you can choose a name and an icon for your new filter, and, most importantly, define the filter conditions. You can filter your sheets according to the following criteria:
- if the text contains or does not contain a certain word or phrase,
- if attached keywords match or do not match a certain keyword,
- the date when the sheets were modified or created,
- if the sheets have or don’t have notes, image attachments, or goals,
- if the sheets are material or regular sheets, and
- if the sheets are or are not marked as favorites.
The filter option really comes in handy when combining several conditions. Let's assume you want to get an overview of all ideas you had in the past week. If you have tagged the respective sheets with a keyword “Ideas”, you can first add a condition that searches for this keyword. Then, you'd need to create a second condition that only includes works from the last week. To achieve the desired result, make sure to check “Match all conditions” in the upper part of the popover. (If “Match all conditions” is not checked, Ulysses will list all sheets matching at least one of your filter conditions.)
Any filter you assign to a certain group will filter all of the items and subgroups therein. What's more, you can drag and drop filters around in your library or right-click to duplicate them.
Adding a filter on iPad or iPhone is just as easy as on Mac. Select the group you’d like the filter to be in, tap the + icon and select “New Filter…”. Now you can select a title for your filter, choose an icon and set your conditions.
Filters can help you to effectively manage a large volume of text. Have fun filtering!
This article was last updated August 17, 2020.