When the sheer volume of tasks gets out of hand, ClickUp's advanced filtering options help you drill down to see the information you need.
If a task title contains this keyword, it will pop up in your filter results.
Want subtasks to appear from your keyword search?
- Click the subtasks dropdown to the right of the Grouping button
As separate tasksfrom the Show Subtasks menu
Apply filtering options in any view to cut out the clutter and only see tasks that apply to specific criteria. To get started, just click on the filter icon and select the
- Assignees: View tasks assigned to a specific user in your Workspace. You can view tasks assigned to Teams or with the "Me" filter to make a view where people see what their priorities are that's dynamic for who's looking at it!
- Status: Only show tasks in a certain stage of your workflow.
- Watcher: View tasks based on who is watching them.
- Creator: View tasks created by specific people.
- Date created: See tasks created on a certain date, or within a certain timeframe.
- Date updated: Display the tasks that people have recently worked on. Select a specific date or a before/after date.
- Date closed: Display when the task was moved to “closed” status.
- Due date: Filter out tasks that aren't going to be required in the near future. Select a specific date, a before/after date, or "Next Week" to dynamically filter upcoming tasks without having to update your view each week.
- Start date: See all tasks with specified start dates. Select a specific date or a before/after date.
- Priority: Sift out tasks that don't require immediate attention.
- Assigned comments: Refine your task list and only show tasks with (or without) assigned comments.
- Tags: Set your filter to match any or all selected Tags. You can also filter for all tasks that do not contain tags.
- Recurring: See only the recurring tasks in your workflow. Alternatively, see all tasks that are not recurring.
- Archived: Show tasks that are archived, or include archived tasks in your overall filtering view.
- Custom fields: Filter by a completely unique task field that you create for a value, budget, or really anything!
- Dependencies: See which tasks are "waiting on" or "blocking" others. Alternatively, filter to see which task do/ don’t contain dependencies.
- Time Estimates: See which tasks do/don’t contain estimates. You can also specify a greater than/ less than/ equal to value for the filter.
- Time Logged: See which tasks do/don’t contain time logs. You can also specify a greater than/ less than/ equal to value for the filter.
- Location: Select only the Spaces, Folders, or Lists you want to see.
- Milestones: Create special views just to show Milestones across Lists, Folder, etc.
Filtering by Date Ranges
When it comes to filtering by date, you have the ability to set your own rolling periods!
If the last 7 days doesn't work for you, set it to any number of days you want, and choose between days, weeks, months, or even years. Get extra granular with Next and Last options.
Relative date ranges currently support:
- Last X Days (e.g. Last 4 days, including today)
- Last/This/Next Week
- Last/This/Next Month
- Last/This/Next Quarter
- Last/This/Next Year
These filters offer a different way of narrowing down on tasks - like filtering a roadmap List to see what's coming up next month or looking at which tasks a person has been assigned in the last 2 weeks to see exactly what they're working on.
- When filtering by due date or start date, try applying the
Today & Earlieroption to see all tasks that are overdue or due today, as well as tasks with start dates on or before today.
- Once you’ve applied filtering you like, save the view as a Favorite.
- Be sure to check out task sorting options
- When filtering by one or more custom fields, enter specific characters that a task contains or does not contain within a field. For example, filter for tasks that contain "aol.com" within the "Email" custom field.
Keep in mind that you can also save your filters by clicking on the floppy disk icon indicated in the image above!
To get even more granular in what you're looking for, search for it in a task's activity! With the search and filter modal in a task, you can:
- Select the assignee icon to only see the activity from the people you want
- Add an activity filter to find the specific change you're looking for
- Search for any word(s) in a comment!