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Use Dashboard filters

Filter every card in your Dashboard at once using Dashboard filters.

You can combine Dashboard filters with individual card filters to show granular information.

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

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 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 Dashboard filters

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

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 combine also Dashboard filters with individual card filters to show granular information.

Use Dashboard filters with card filters

Time-based cards display your tasks differently. Learn how to use time-based cards before filtering them.

You can use Dashboard filters and card filters together.

For example, let's say you have a Calculation card 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 card will only count tasks that are both from the filtered location and have a due date this week.

Supported Dashboard cards

Dashboard filters can be applied to the following cards:

Card Type Supported Cards
Assignee cards
  • Tasks by Assignee (Bar, Battery, Pie)
  • Total Assigned (Not Completed) Tasks
  • Total Unassigned Tasks
Custom cards
  • Bar Chart
  • Battery Chart
  • Calculation
  • Line Chart
  • Pie Chart
Priority cards
  • 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 cards
Status cards
  • Status Over Time
  • Tasks in Progress
  • Tasks Completed
  • Tasks Closed
  • Time In Status
  • Workload by Status (Bar, Battery, Pie)
Tag cards
  • 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.

Updated

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