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Filter Tasks and Save Filters
Filter Tasks and Save Filters

A Task Management article about filtering tasks and creating filter sets for future use

Danna avatar
Written by Danna
Updated over a week ago

Contents

Filtering tasks

  1. Go to Tasks > Task Management.

  2. Click the filter control in the top-right side of the page.

    Filter control

  3. In the Filters panel that is displayed, select filtering criteria in order to present only tasks that are of interest to you.

  4. Click Apply. The task management board is filtered accordingly and the filtering criteria are presented on the top left.

Walkthrough example of filtering tasks

Creating custom filters

After selecting filtering criteria you may want to save your filtering choices for future use. You can do so by creating filter sets.

  1. Filter the tasks (see Filtering tasks above)

  2. Click Save as filter set either from the top-left or in the Filters panel.

  3. In the Save as filter set dialog enter a descriptive name for this custom filter and click Save.

Walkthrough example of saving a filter set. Showing the save as filter set control in both locations

Next time you want to use this filter, click the Saved filter sets list and choose that filter to apply its filtering to the tasks.

Modifying an existing filter set

When modifying existing filter sets you can choose to save the changes in the filter set (thus overwriting the existing version of that filter set), or you can use the filter set as the basis for a new filter set by using the Save as a new filter set option.

  1. In the Task Management page, click the Saved filter sets list and choose the filter set you want to make changes to.

  2. Make the desired changes in the filtering criteria.

  3. Click Save filter set (this control is active once changes are made):

    • Choose Save filter set to save changes to the current filter set. OR

    • Choose Save as a new filter set to save this modified filter set as a new filter set.

      1. In the Save as filter set dialog enter a descriptive name for this custom filter.

      2. Click Save.

Walkthrough example for modifying an existing filter, once overwriting the existing filter set and once saving it as a new filter set

To delete an existing filter set, click the delete icon next to it in the Saved filter sets list.

Where to delete the filter sets

Modifying the currently applied filter set

If you just want to remove filtering criteria from the currently applied filter set, you can do so without opening the Filters panel, by clicking the 'x' of the criterion you want to remove. The task management board updates accordingly.

You can even save this modified view as a new filter set, or overwrite the existing filter set, following the steps described above.

Example of how to fine-tune the current filtering

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