How to find tasks using filters
To quickly find your tasks, use search filter criteria. You can also save frequently used filters to automate your search process.
Select filter criteria
To filter your tasks on the board, click Filter > New filter, and select filter criteria.*
| Date created | Enter a time period, or select the Last … days option. |
| Start date | Enter a time period, or select the Last … days option. |
| Date completed | Enter a time period, or select the Last … days option. |
| Task name | Enter a task name or its part. |
| Priority | Select one or multiple values (High, Medium, or Low). |
| Assigned to | Select one or multiple task assignees. |
| Watchers | Select one or multiple task watchers. |
| Contact | Enter a linked contact name. |
| Deal name | Enter a linked deal name. |
| Tags | Enter one or multiple tags. |
| <Custom field> | Select the field value you created in your task board settings. |
If some task filter fields are not visible, click Change filter fields, and select the fields you’d like to see.
Once you select your filter criteria, click Select. Your board will show all tasks that match these criteria. To remove a criterion, click the cross icon.
Save filters
You can also save frequently used filters to quickly find certain tasks. Once you select your filter criteria, click Select and go to the page with filtered tasks.
Click Save filter to save your selected criteria, and enter a filter name.
To use your saved settings, go to Filter > Saved filters, and select a filter. You can also switch between saved filters while viewing your board with filtered tasks.
Last Updated: 03.10.2024
or