Use Dashboard card filters

Filter to see tasks that meet specific criteria and sort to organize individual card data. Different cards have different filtering and sorting options.

If you want to filter all of your Dashboard cards at once, read our article about Dashboard filters.

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.

Time-based cards and filters

Most cards display your tasks using current data. 

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

Filter types

Filters further refine task data and always apply to the current state of the task.

For example, a Priority Over Time card is filtered to include tasks assigned to you. If a task is assigned to someone else, you'll no longer see the task in the card. 

You can filter your Dashboards cards 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.

Add a filter to a card

To add filters to Dashboard cards, you must be in Edit mode.

To add a filter to a Dashboard card:
To create more complex filters, use mixed filters.

  1. In the upper-left corner of a Dashboard view, enable Edit mode.
  2. In the upper-right corner of your card click Filters.
  3. Select a filter type from the dropdown menu.
  4. Set filter preferences from the available dropdown menus.
    FilterAndSortDashboardCardsAddFilters.png
  5. Click Apply.

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

Save card filters

If you want to reuse a filter you created, you can save it as a template.

You can apply saved card filters to other Dashboard cards and views across your Workspace. 

Filters saved from views cannot be applied to Dashboard cards.

 

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