Filter work items
You can filter work items in your list, board, calendar, and timeline view. Filtering helps you focus on specific details in your spaces to find important information without having to scroll through your entire team's work. You can check high-priority tasks to see that nothing is blocked or see individual team members' workloads at a glance.
All users can use the filter in these views.
Your filter will only be visible to you.
Your filter will persist when when navigating between views and different spaces
Filter work items
Filter the work items you’re searching for by selecting Filter at the top of the list view. You can either apply quick filters or other filters but not both at once.
Apply quick filters
You can apply one or more of the following quick filters:
Assigned to me
Due this week
Done work items
You can also create your own quick filters which allow you to save, reuse and access them later with just one click. Saving your filters will let you see the most important information first. You can also view saved filters created by your teammates.
Apply other filters
You can also apply the following filters to view specific work items:
Name | Filters |
|---|---|
Agent | Work items assigned to a particular agent |
Agent state | Work items based on the current state of their assigned agents |
Assignee | Work items based on the selected avatar or by the name of the assignee. You can select Unassigned to view work items that don’t have an assignee. |
Category | Work items by the categories added to your space. You can select No category to view work items that don’t have a category assigned. |
Date range | Work items by a specific date range by selecting the Start date and Due date |
Goals | Work items based on the goal it contributes to. |
Labels | Work items by selecting a label added to your space. You can select No label to view work items that don’t have a label assigned. |
Parent | Work items based on it’s respective parent item. |
Priority | Work items based on priority such as blocked, highest, high, medium, low, and lowest. |
Reporter | Work items by selecting the avatar or searching the name of the reporter. |
Status | Work items based on status, for example, to do, in progress and done. |
Team | Work items based on which team is assigned. |
Work type | Work items based on their work type. For example, you may only want to filter by subtask. You can filter your work items based on whether they are tasks or subtasks. |
Clear filters
To clear your filters:
Select Filter from the top of your screen.
Select Clear selection.
You can also select ( x ) next to the fields to clear the applied filter.
When cleared, the board, list, calendar, or timeline reverts to the default view, showing all work items.
Filter by assignee using avatars
To see the work items assigned to a particular team member, select their avatar at the top left of your preferred view and you will see all the work items filtered by that assignee.
Child work items when a filter is applied
When filtering work items you’ll still see both parent work items and subtasks if they match your filter. However, child work items will not be nested under their parent.
Currently, the board view does not support filtering by subtasks.
Filter by custom fields
You can filter by the following types of custom fields in the list, board, calendar, and timeline view of your space:
Single select
Multi-select
Multi-checkboxes
User picker (company-managed spaces only)
People field (team-managed spaces only)
Custom date
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