Filtering tasks is essential for staying organized, prioritizing work efficiently, and focusing on what matters most.
In this article, we will cover:
Using Pre-defined Filters
To start off the process, select the Filter button next to Add Tasks.
Once you do so, a set of Pre-defined filters will appear, including My Open, All Open, My Overdue, and All Closed. Select a filter, and see your page update instantly.
We'll select My Open, and then our page will update to look like this:
Notice how that it is only our open tasks that are showing up. All of these tasks are either In Progress, Under Review, Reviewed, or recently Accepted, meaning that they fall under the branch of Open tasks.
Creating & Using Custom Filters for Tasks within Each Project
Under each project, you are able to see the tasks for that project in your choice of views: List, Table, and Board view. Filters that you create on one view will not be shown in other views.
Here, custom filters allow you to take control of your view; you're able to customize the tasks you want to see. You could have a custom filter that shows all In Progress tasks that have the Priority tag, or even a custom filter that shows all tasks assigned to your Marketing Manager that are due before Christmas.
To customize your filters, select the filter button located next to the Add Task. Select Add Filters.
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.
At BasicOps, we want to make the options as customizable and easy as possible for you to use.
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