Use filters to search tasks by due date, tag, assignee, and more!

Do a quick search of your own tasks to find the one you need. Project managers, our advanced filter options to combine or exclude search terms provide a high-level overview.

What you'll need

• Filters are available on all plans.

• Filters are available for guests to search within tasks that have been shared with them.

• You can't filter by group in Dashboards.

• You can't search, filter, or filter by group in the following Page views:

  • Whiteboard

  • Doc

  • Chat view

  • Embed

  • Form

Search tasks

Quickly search tasks in a List, Folder, or Space by entering a search term. You also can search only task names, within task descriptions, or in Custom Fields.

To search tasks:  

1. Enter a search term into the Search tasks search bar located in the upper-right corner of the view.

2. From the search bar, you can also click the ellipsis ... to open the Search In dropdown.

3. From the Search In modal, you can choose to search for Task Name, Task Description, or Custom Fields.

   

To include subtasks in the filtered results, subtasks must be displayed As separate tasks.

To show subtasks as separate tasks:

1. Click on the Show Subtasks button. 
2. Select As separate tasks.

Subtasks that are displayed as separate tasks also remain connected to the parent task. 

Apply filters

Apply filters in any Task view to see only the tasks you need.

1. From a Task view, click the Filters button located below the Views Bar.

   

2. Choose your filter criteria.

You can also use mixed filters, operators, and groups to create more complex filters.

Use mixed filters and nested filters

You can create complex filters in the following way:

1. The first filters include these options:
   • A task field, like Priority, Due date, or Custom Field. 
   • Operators, like Is set and 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 from 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 + Nested filter.

   

   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. 

Available filters

The same filter options are available for each filter or filter group you add. The options vary by plan.

The following filters are available on every plan and don't require a ClickApp.

• Assignees: Show tasks assigned to a specific person or Team in your Workspace. You can also create a Me Mode view to filter for tasks assigned to the person currently signed in.

• Assigned comments: Show tasks with or without assigned comments.

• Archived: Choose to show archived tasks.

• Created by: Show tasks created by a specific person.

• Custom fields: Filter by a unique task field created for your Workspace.

• Dependencies: Filter the tasks that are waiting on or blocking other tasks. Also, use to filter tasks that do or don’t have dependencies.

• Duration: Filter tasks by duration.

• Location/List: Select only the Spaces, Folders, or Lists you want to see.

• Priority: Filter out tasks that don't require immediate attention.

• Recurring: Show recurring tasks or those that aren't recurring.

• Status: Show tasks in a particular stage of completion.

• Status is closed: Only show tasks in a closed status.

• Tags: Set your filter to match selected tags or filter for those that aren't tagged.

• Time tracked: See which tasks do/don’t contain time logs. You can also specify a greater than/ less than/ equal-to value.

• Time Estimates: Show tasks that are estimated. You can also set a greater than/ less than/ equal-to value.

• Watcher: Filter by the people watching the task.

• Custom Relationships: Filter tasks by a specific Custom Relationship.

Certain filters require ClickApps to be enabled. Certain plans have usage limits for these ClickApps.

• Milestones: Show all Milestones in every location or from specific locations.

  In ClickUp 3.0, Milestones are a custom task type instead of a ClickApp.

• Sprint Points: Display tasks with or without Sprint Points, or customize the filter to show quick wins or Epic tasks that need to be broken down.

Date filters

Date filters all use the same settings. Some provide a fixed choice, like Today or This week. Others allow you to choose a date range, like Before date or Date range.

1. From the Filters modal, choose one of the following date filters from the Select filter dropdown:

   • Date closed: Filter based on when status was set to closed.

   • Date created: Show tasks created on a certain date or within a certain timeframe.

   • Date done: Filter based on when status was set to done.

   • Date updated: Show tasks updated on a certain date or within a certain timeframe.

   • Due date: Show tasks due on a certain date or within a certain timeframe. Save as a view to dynamically filter upcoming tasks without manually updating your view.

   • Start date: Show tasks started on a certain date or within a certain timeframe.

2. Click the Select date button.

3. Navigate the calendar using the options on the left side of the modal.

4. Choose a date from the calendar.

5. Click Close.