Use Dashboard filters

  • Updated
Filter every widget in your Dashboard at once using Dashboard filters.
You can combine Dashboard filters with individual widget filters to show granular information.

What you’ll need

  • 100 uses of Dashboards are available on the Free Forever Plan.
  • Unlimited uses of Dashboards are available on the Unlimited Plan and above.
  • Some widgets 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.

Dashboard filters

Customize the data displayed on your widgets using Dashboard filters. Dashboard filters apply to most widgets on your Dashboard.

Time-based widgets

Some widgets display task data over time, while others act as a snapshot of the current moment.
Time-based widgets display the historical data of tasks that currently meet your filter criteria.
For example, a task that is currently urgent Priority may have been high Priority last week, so you'll see both Priority levels in the chart.
Screenshot showing the settings of a Priority over time widget, including a filter that filters for urgent priority tasks.
Screenshot of a Priority over time widget that shows multiple Priorities dispite using an urgent Priority filter.
The following widgets are time-based:

Apply a Dashboard filter

To add a Dashboard filter:
  1. Open a Dashboard.
  2. At the top, click Editing.
  3. In the upper-right corner, click Filter.
  4. Add any filters you wish to apply.

    You can add multiple filters that use and/or operators.

  5. Click Apply

UseDashboardFiltersLocationList.png

Saved Dashboard filter changes remain active when looking at Dashboards on the mobile app.

Supported Dashboard widgets

Dashboard filters can be applied to the following widgets:
Widget Type Supported Widgets
Assignee widgets
  • Tasks by Assignee (Bar, Battery, Pie)
  • Total Assigned (Not Completed) Tasks
  • Total Unassigned Tasks
Custom widgets
  • Bar Chart
  • Battery Chart
  • Calculation
  • Line Chart
  • Pie Chart
Priority widgets
  • Priority Breakdown (Bar, Battery, Pie)
  • Priority Over Time
  • Total Urgent Priority Tasks
  • Total High Priority Tasks
  • Total Normal Priority Tasks
  • Total Low Priority Tasks
  • Total No Priority Tasks
Sprint widgets
  • Burndown
  • Burnup
  • Cumulative Flow
  • Cycle Time
  • Lead Time
  • Velocity
Status widgets
  • Status Over Time
  • Tasks in Progress
  • Tasks Completed
  • Tasks Closed
  • Time In Status
  • Workload by Status (Bar, Battery, Pie)
Tag widgets
  • Tag Usage (Bar, Battery, Pie)
  • Tag Usage Over Time

Filter types

You can filter your Dashboards using the following task fields:
Filter type Description
Assignee Display tasks assigned to a specific person in your Workspace.
Status Display tasks that are in specific statuses.
Created by Display tasks that were created by specific people.
Date created Display tasks that were created on a specific date or within a set timeframe.
Date updated Display tasks that were worked on during a specific time range.
Date closed Display tasks were moved to the Closed status during a specific time range.
Date done Display tasks were moved to the Done status during a specific time range.
Due date Display tasks with specific due dates.
Start date Display tasks with specific start dates.
Priority Display tasks of specific Priority levels.
Assigned comment Display tasks with/without assigned comments.
Tags Display tasks with any, all, or none of the specified Tags.
Recurring Display tasks that are either recurring or not recurring.
Archived Display tasks that are either archived or not archived.
Dependency Display tasks that are "waiting on" or "blocking" others. Alternatively, filter to displays tasks that do/don’t contain dependencies.
Time estimates Display tasks that do/don't contain Time Estimates. You can also specify a greater than/less than/equal to value for the filter.
Time tracked Display tasks that do/don't contain tracked time. You can also specify a greater than/less than/equal to value for the filter.
Location/List  Display tasks located inside specific Spaces, Folders, and Lists.
Milestone Display tasks that are marked as Milestones.
Sprint points Display tasks with a specific number of Sprint Points. You can also specify a greater than/less than/equal to value for the filter.
Watcher Display tasks that do/don't have specific watchers.
Status is closed Display tasks that are currently in the Closed status.
Custom Fields Display tasks with a specific Custom Field value.

Use Dashboards filters with widget filters

You can use Dashboard filters and widget filters together.
For example, let's say you have a Calculation widget that is being filtered by Due date to show the number of tasks that are due this week. In this scenario, you're also using a Location Dashboard filter to only show tasks from a specific List.
The calculation widget will only count tasks that are both from the filtered location and have a due date this week.
Screenshot of someone using both the Dashboard and widget filters.

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