Creating Custom Filters in Tasks

In this article, we will discuss how to create custom filters in the Tasks page.

 

Overview

In the Tasks tab, you can look at all the tasks for everyone in your workspace and in the projects you are a part of. You can also see your own tasks, and sort it by priority. 

In our predefined filters, we have 4 filters to choose from: All Open, My Open, My Overdue, All Completed. We’ve also added the ability to create custom filters, allowing you to tailor the Tasks section to your specific needs.

You can filter tasks by status, assignee, due dates, and even combine multiple filters together to easily organize your tasks tab. This is especially useful when you want to see what tasks you have open, what other members of your team are working on, and to see priority on different tasks. 

How to Create Custom Filters in Tasks

To customize your filters, select the filter button located next to the Add Task button.

Select Add Filter.

Select the filter that you want to use. Select the filter’s attribute you want to filter by. Here, you also have an option to select multiple filters at once to create an even stronger, unique filter. 

Once you’ve created your custom filter, press Save as Quick Filter. 

Here, enter a name for your filter. Once you save it, it will appear next to your predefined filters.