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.
- Tasks: Excludes subtasks from results.
- Tasks & Subtasks: This option allows you to apply your search and filters to subtasks (not just parent tasks). Any tasks that have subtasks matching your results will be displayed. To enable this, just flip the subtask toggle to the right of the filter bar.
Hide the tasks you don't need to see by adding one or more of the following filtering options in List View:
- Assignee - View tasks assigned to a specific user on your Team.
- Status - Only show tasks in a certain stage of your custom workflow.
- Created By- View tasks created by specific users.
- 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.
- Due date - Filter out tasks that aren't going to be required in the near future. Select a specific date or a before/after date.
- 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 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.
- Is recurring - See only the recurring tasks in your workflow.
- 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 value, budget, or really anything!
- Dependencies- See which tasks are "waiting on" or "blocking" others
- When filtering by due date or start date, try applying the
Today & Earlieroption. This will allow you to see all tasks that are overdue or due
today, as well as tasks with start dates on or before
- Keep in mind that you can save your filtering options and favorite views to come back to them at any time!
- When filtering by one or more Custom Fields, you can enter specific characters that a task
does not containwithin a Field. In the example below, we've searched for tasks that contain "aol.com" within the "Email" Custom Field.