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Planview Customer Success Center

August 2026

27th August

Filter improvements in Documents

We now allow you to scope your search to the current folder, and combine tag filters using logic operators (such as “is one of”) to narrow results across multiple tags at once and get more precise search results.

Saved Filters in Plan

With this update users can now save filters in Plan, the same way you can already save filters in Boards. Set up the filter criteria you use most often and save it so you can switch back to it in a single click, without rebuilding it each time.

Drag and drop in WBS & Cards view

We have made drag-and-drop experience consistent across all the Plan related views. Cards can now be dragged and dropped directly within the WBS and Cards views, the same way items can already be moved and reordered in Plan.