Create complex Dashboard and cards filters using mixed filters, operators, and groups.

Widgets were renamed to cards on March 9th, 2023.

What you’ll need

• Mixed filters aren't supported by Time tracking or Table cards.
• 100 uses of Dashboards are available on the Free Forever Plan.
• Unlimited uses of Dashboards are available on the Unlimited Plan and above.
• Some cards are only available on the Business Plan and above.
• The Dashboards ClickApp is enabled in every new Workspace by default, but a Workspace owner or admin may disable the ClickApp.
• Guests can be invited to specific Dashboards with view-only permissions.
• Members must have edit permissions or above to add Dashboard filters.

Use filters

Dashboard and card filters can be used separately or together to see tasks that meet specific criteria.

Mixed filters can also be applied to Dashboards and individual cards to create more complex filters.

To use Dashboard filters, Edit mode must be enabled.

To enable Edit mode and use Dashboard filters:

1. In the upper-left corner of a Dashboard view, enable Edit mode.
   
2. From the upper-right corner of the Dashboard or an individual Dashboard card, select the Filter icon.
   
3. Choose filter criteria:
   • You can filter all of the cards on a Dashboard at once using Dashboard filters.
   • You can combine Dashboard filters with individual card filters to show granular information.

Use mixed filters and groups

To create more complex filters, you can use mixed filters and groups.

To use mixed filters and groups:

1. The first filters include these options:
   • A task field, like Status, Priority, or Due date.
   • Operators, like Is set an Is not. 

     Certain filters only allow Is or Is not.

   • Criteria about those tasks, like when a Due date is set for.

     

     Filter example:
     Where Due date, Is set
     Filters for all tasks with due dates that are set.
     Where Due date, Is, Next week
     Filters for all tasks with due dates that are set for next week.
2. To the bottom-left of the first filter, you can select an operator for the And/Or switcher and choose more filter options.

   

   Filter example:
   Where Due date, Is, Next week, And, Priority, Is, High.
   Filters for all High Priority tasks with due dates that are set for next week.
3. To the bottom right of the And/Or switcher, you can click + Add filter to choose more filters using the same operator.

   

   Filter example:
   Where Due date, Is, Next week, And, Priority, Is, High, And, Where Status, Is not, Closed.
   Filters for all Not Started or Active High Priority tasks with due dates that are set for next week.
4. You can hover to the right of + Add filter and click + Add group.

   

   Filter example:
   And, Where Sprint points, Greater than, 3.
   Filters for all Not Started or Active High Priority tasks with due dates that are set for next week with 3 Sprint points or more.
5. You can click + Add filter and then select a different operator from the And/Or switcher.

   

   Filter example: 
   • Or, Dependency, Waiting on
   • Filters for all Not Started or Active High Priority tasks with due dates that are set for next week with 3 Sprint points or more that have a waiting on dependency.

Apply, Reset, or Delete

• Apply: Saves and displays your filter criteria.
• Reset: Restores the last filter that was applied.
• Trash icon: Deletes a filter.

Updated August 24, 2023 00:04