Customize views to increase productivity

Customizable views allow you to quickly identify your most important work.

Prioritize tasks with filtering and sorting

Prioritize work in your view by filtering and sorting tasks.

Filter tasks

Filtering lets you hide the tasks you don't need to see.

You can add one filter or a combination of filters to show exactly what you need to see in your view. You can create different views with different filters if you have a more complex workflow.

The following are some of the most effective filters for prioritizing work:

Sort tasks

Once your filters are set up, you can sort tasks in List and Table view to display the most important items first.

You can sort tasks by multiple fields at once. The order in which you add sorting determines the field's prioritization.

Before you can start sorting, you'll need to add the fields you want to use as columns to the view.

The following fields are ideal for sorting when prioritizing work:

  • Status
  • Due date
  • Priority

    The Priority ClickApp must be activated.

  • Custom Fields
  • Assignees
  • Time Estimates

    The Time Estimates ClickApp must be activated.

Save your view

With optimal filtering and sorting in place, learn how to save your view!

Prioritize tasks with AI Custom Fields

Use AI Custom Fields to add more context to your tasks. We recommend the following fields:

AI Custom Field Description
T-shirt Size Use a T-shirt Size field to identify how large your task is.
Categorize Use a Categorize field to create a custom categorization matrix for your tasks. You can define exactly how you want tasks categorized.
Custom autofill with AI

Create a custom AI field to prioritize tasks.

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