Advanced document filtering

Plannerly now includes a completely redesigned document filtering system that makes it much easier to focus on what matters at any moment.

A before, you can filter documents and sections by

status

, including:

In progress
Shared
Published
Archived

The new

Archived

status ties directly into the

archive instead of delete

workflow, and is how archived sections and document tabs are surfaced when needed.

You can also filter by

assignment

, allowing you to:

See content assigned to you
View work assigned to specific team members
Focus on items you’re managing or reviewing

This can be combined with the

Comments

filter, which supports:

Unread comments
Unresolved comments
Mentions
Sections with comments
Sections with no comments

In addition, the

Updated

filter lets you focus on content changes over time, such as:

Sections updated today
Content changed yesterday
Updates from the last 7 days

These filters can be combined to quickly narrow down exactly what you need. For example:

View sections assigned to you that still have unresolved comments
Find content updated in the last few days that’s ready for review or approval
Identify commented sections that need resolution before publishing
Focus on active work while hiding archived or completed content

This makes it far easier to manage documents as living, collaborative systems rather than static files. Unlike traditional Word documents, PDFs, or email-based workflows, everything is:

Tracked
Filterable
Linked to assignments and comments
Retained with full history
Integrated with the approval process

The result is faster collaboration, clearer accountability, and much easier alignment across project teams.