Saving view filters

Do you use view filters frequently? Save filters to reuse them with just one click.

View filter types

There are two types of filters:

Personal filters

These filters are only visible to you. No one else in your Workspace will see them. 

Workspace filters 

These filters are visible and available to your entire Workspace. 

Workspace filters can be saved, edited, deleted, or shared by the rest of your Workspace.

Save a filter

  1. Open List, Board, or Calendar view.

  2. Apply your filters.

  3. Click Templates.

  4. Save in My Filters or Workspace Filters.

  5. Create a new filter or replace an existing filter.

Image showcasing how to save a filter.

Include sorting with your saved filters

  1. Select your view.

  2. Set your filters.

    1. You can also sort your columns.

  3. After you've opted to save in "My Filters" or "Workspace Filters", you can also save any sorting you've applied by flipping this toggle

An image showcasing how to save sorting in addition to your personal filter.

Example:

This is the most popular Filter for your most important Tasks:

  • Name: My Important Tasks

  • Assignee: Me

  • Due Date: Overdue 

  • Priority: High

You might also want to check out Favorites! Favorites give you the ability to save sorting, filtering, and your location in the hierarchy.

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