Filter the data displayed on each card on Dashboards and Overviews. Use card filters to include tasks that meet specific criteria, so you can report on meaningful metrics and visualize a refined dataset.
You can also apply Dashboard filters to all supported cards on a Dashboard, and combine them with card filters to further refine the data.
Both Dashboard and card filters support using mixed filters to show work that meets complex criteria.
Cards feature availability and limits vary by plan and user role. Learn more
Filters for time-based cards
Filters always apply to the current state of the task, even if the card is shows task data over time.
For example, a Priority Over Time card is filtered to include tasks assigned to you. If a task is reassigned to someone else, it will not be included in the data displayed on the card.
Filter subtasks on Task List cards
To apply filters to subtasks in a Task List card, you must display subtasks separately.
Add a filter to a card
To add a filter to a card:
-
In the upper-right corner of a card, click Filters.
You can also apply filters from the card settings menu.
- Select a filter type from the dropdown menu.
- Set your filter preferences.
- Click Apply.
Saved card filter changes remain active when looking at Dashboards on the mobile app.
Save card filters as a template
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.
Filter types
The following table describes the task fields available to card filters:
| 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. |