Filter and search tasks in List View

  • Updated

You can use the filter and search options in List view to find and organize tasks, or create a customized view for your needs.

 

What you'll need

  • The ability to filter and search is available on all plans.

  • Everyone, including guests, can filter and search for tasks in List view.

 

Filter tasks

You can use filtering options in List view to customize what tasks you want to see. Click the funnel icon in the upper-right corner and select + Add Filter.

 

You can filter by the following options:

Status

Only show tasks that are in selected statuses.

Tags

Only show tasks with specific tags. You can also filter for tasks that do not contain tags.

Due date

Only show tasks due on a specific date, or before or after a specific date.

  • Tip: Use the Today & Earlier option to see all tasks that are overdue or due today, as well as tasks with start dates on or before today.

Priority

Only show tasks with selected priorities.

Assignee

Only show tasks assigned to a specific user in your Workspace.

Archived

Only show tasks that are archived, or include archived tasks in your overall filtering view.

Assigned comments

Only show tasks with assigned comments. You can also filter for tasks that do not contain assigned comments.

Created by

Only show tasks created by specific people.

Date closed

Only show tasks that entered the Closed status on a certain date or within a specified timeframe.

Date created

Only show tasks created on a certain date or within a specified timeframe.

Date updated

Only show tasks that people have updated on a specific date or within a specified timeframe.

Date done

Only show tasks that entered a Done status on a certain date or within a specified time frame.

Dependency

See which tasks are waiting on or blocking others. Alternatively, filter to see which tasks do or do not contain dependencies.

Location

Only show tasks in selected Spaces, Folders, or Lists.

Recurring

Only show recurring tasks. You can also filter for tasks that are not recurring.

Start date

Only show tasks with a start date that is on a certain date or within a specified timeframe.

Status is closed

Only show tasks in the Closed status.

Time estimate

Only show tasks that have time estimates. You can specify a greater than, less than, or equal to value.

Time tracked

Only show tasks that have time tracked. You can specify a greater than, less than, or equal to value.

Sprint Points

Only show tasks with a selected amount of Sprint Points. You can specify a greater than, less than, or equal to value.

Watcher

Only show tasks that have one or more specified watchers. You can also filter for tasks that do not have any watchers.

Milestone

Only show tasks that are Milestones or tasks that are not.

Custom Fields

Filter by Custom Fields you've created.

Tip: Save your view with filters applied to come back to them at any time.

 

Add a filter group

Filter groups are perfect for those who need to filter tasks using very specific criteria and more than one operator.

 

Groups are additional sets of filters:

Screenshot of the Add group button that appears when you hover to the right of Add filter.

Using and allows you to include tasks that meet all filter criteria.

Using or allows you to include tasks that meet any filter criteria.

 

Search tasks

When you search for tasks using the search bar of any List, Folder, or Space, we'll include the Task Name, Task Description, and any Custom Fields in the results by default.

 

You can customize these options by clicking the caret icon next to the search bar.

Screenshot highlighting the search bar's caret dropdown menu and the 'task name', 'task description', and 'Custom Fields' options.

 

Note: Search bar preferences apply to all views in your Workspace.

 

You can search for text in the following types of Custom Fields:

  • Text

  • Text area (Long text)

  • Dropdown

  • Labels

  • Email

  • Phone

  • Website

  • Location

 

Include subtasks when searching

To include subtasks in your search results:

  1. Click Subtasks in the upper-right corner of your List view.

  2. Select As separate tasks.

Screenshot highlighting the 'subtasks' menu and its 'collapse all', 'expand all', and 'as separate tasks' options.

Was this article helpful?