Set up your tasks to view only relevant information by filtering in Board View


Choose to apply one or more of the following filters:

  • Assignee - View tasks assigned to a specific user on your Team.
  • 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 search 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 to set a value, budget, or really anything for a task.
  • Dependencies- See which tasks are "waiting on" or "blocking" others

Pro Tip

  • When filtering by due date or start date, try applying the Today & Earlier  option. This will allow you to see all tasks that are overdue or due today, as well as tasks with start dates on or before today.
  • 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 contains or does not contain within a Field. In the example below, we've searched for tasks that contain "" within the "Email" Custom Field.

Check out this doc to learn how to filter in List View!

Did this answer your question?