Do you use filters frequently in ClickUp? If so, saving these filters will allow you to reuse them with just one click.
When you save filters, you have two options:
Save a Personal Filter
These filters are only visible to YOU. No one else in your Workspace will see them.
Save a Workspace Filter
These filters are visible and available to your entire Workspace! If you have filters that your Workspace should use, save a Workspace filter for super easy access.
Workspace filters can be saved, edited, deleted or shared by the rest of your Workspace.
How to Save a Filter:
- Visit List, Board, or Calendar View
- Apply your filters
- Click
Templates - Choose to save in “My Filters”, or in “Workspace Filters”
- Create a new filter or replace an existing filter
Include sorting with your saved filters
- Select your view.
- Set your filters
- Sort your columns (optional)
- After you've opted to save in "My Filters" or "Workspace Filters", you can also save any sorting you've applied by flipping this toggle
Example:
This is the most popular Filter for your most important Tasks:
- Name: My Important Tasks
- Assignee: Me
- Due Date: Overdue
- Priority: High
You might also want to check out Favorites! Favorites give you the ability to save sorting, filtering, and your location in the hierarchy.