Using Filters and Search

As your challenge count grows, you'll need ways to find specific challenges quickly. The Challenges page offers search, filters, and sorting to help you navigate your data.

The Search Bar

The search bar is located in the toolbar above the challenges table.

What You Can Search

Type in the search bar to find challenges by:

  • Challenge name — Any part of the name you entered

  • Account number — The trading account number

  • Prop firm name — Matches against the firm name

How Search Works

  • Search is instant—results update as you type

  • It's not case-sensitive ("FTMO" matches "ftmo")

  • Partial matches work ("100K" finds "FTMO 100K January")

Clearing Search

Click the X in the search bar or delete your text to return to the full list.

Filter Options

Click the Filter button to open the filter panel. Multiple filters can be combined.

Outcome Filter

Filter by challenge status:

  • Not Started

  • Active

  • Completed

  • Failed

  • Converted to Funded

Select one or multiple statuses. For example, select "Active" and "Not Started" to see all your current work-in-progress.

Prop Firm Filter

Show only challenges from specific prop firms. Useful when you work with multiple firms and want to focus on one.

Combining Filters

Filters stack together. For example:

  • Outcome: Active

  • Prop Firm: FTMO

  • Shows: Only active FTMO challenges

The filter button shows a badge with the count of active filters so you always know filtering is applied.

Clearing Filters

To remove all filters:

  • Click the Clear Filters button that appears when filters are active

  • Or manually deselect each filter option

To remove a single filter:

  • Open the filter panel

  • Deselect the specific option

  • Close the panel

Using Tags for Organization

Tags provide flexible organization beyond the standard filters.

Suggested Tag Strategies

By market:

  • Forex

  • Futures

  • Crypto

By strategy:

  • Scalping

  • Swing

  • News trading

By goal:

  • Q1 Goals

  • Practice

  • Main accounts

By priority:

  • Primary

  • Secondary

  • Experimental

Managing Tags

  • Add tags when creating or editing a challenge

  • Remove tags in the challenge detail drawer

  • Tags are shared across all modules

Pagination

If you have many challenges and need to find one, search or filters are faster than scrolling through pages.

Next: Bulk Actions for Challenges →