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

Filters

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.
  • 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.

Pro Tip

  • 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 "aol.com" within the "Email" Custom Field.

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

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