Save your filters

If you use filters frequently in your business project, saving filters will allow you to save, reuse, and access them later with just one click. Saving your filters across your board, list, timeline, and calendar will let you see the most important information first. You can also view saved filters created by your teammates.

Create a saved filter

To create a saved filter:

Select Filter drop-down at the top-right of the board, list, calendar, or timeline view
Apply all the filters you want to save
Select Save filter on the top right of the Filter dropdown
Name your saved filter
Select Save filter.

Your saved filter will be at the top of the Filters dropdown of whichever view you’re in.

You can create multiple saved filters for your project but you can only apply one at a time.
Your saved filters are specific to the project you create them in.

Apply a saved filter

You can apply a saved filter by either selecting it or searching for it from More in the Filters dropdown. All the filtered fields are highlighted when you apply a saved filter.

Edit a saved filter

Currently, you can only edit the name of your saved filter. If you want to edit the attributes in the saved filter, you’ll need to create a new one and delete the existing.

Only you can edit the name of a saved filter you’ve created. Here’s how you can edit the name of a saved filter that was created by you:

Select Filter drop-down at the top-right of the board, list, calendar, or timeline view
Hover over the saved filter
Select the edit icon
Enter a new name for your saved filter
Select Save.

Star a saved filter

You can star the saved filters created by you and your team.

To star a saved filter:

Select Filter drop-down at the top-right of the board, list, calendar, or timeline view
Hover over the saved filter
Select the star icon (insert star icon).

When you star a filter, it appears at the top your Filters menu so you can easily use it.

There is no limit on the number of saved filters you can star.

Search for a filter

You can search saved filters created by you and your team and apply them to your projects. This search will also include your starred filters.

To search for a saved filter:

Select Filter drop-down at the top-right of the board, list, calendar, or timeline view
Select More in the Filters dropdown
Enter the name of the saved filter in the search bar
Select the filter you want to apply.

Delete a saved filter

You can delete any saved filter that you’ve created.

To delete a saved filter:

Select Filter drop-down at the top-right of the board, list, calendar, or timeline view
Hover over the saved filter
Select the trash icon .

The saved filter will be removed from your project..

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