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Filter and sort Dashboard cards

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Use filtering to see tasks that meet specific criteria and sorting 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 on Dashboard filters.

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.

Card filters

Cards show tasks that currently meet your filter criteria.

Time-based cards

Some cards display task data over time, while others act as a snapshot of the current moment. Time-based cards 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.
Below is an example of the card settings with a priority filter applied.
Screenshot showing a Priority over time card's settings, including a filter that filters for urgent priority tasks.
Below is the Priority Over Time card with the above settings applied.
Screenshot of a Priority Over Time card with filters applied.
The following cards are time-based:

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.

Add a filter to a card

To add a filter to a Dashboard card:
  1. Hover over the upper-right corner of your card.
  2. Click Filter.
  3. Select a filter type from the dropdown menu.
  4. Set filter preferences from the available dropdown menus.

    Add additional filters by clicking + Add Filter.

  5. Click Apply.

Screenshot of someone applying a filter to a card.

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

Use visual filters

When creating or editing a card, some X Axis options include visual filters. These filters allow you to precisely define what data appears on your card.

For example, when using the X Axis of Assignee, you can use the Show Assignees visual filter to only display data from selected individuals.

Screenshot of someone creating a bar chart card, using an x axis of assignee, and selecting one individual user with the visual filter.

Sort card data

You can sort Bar Chart and Battery Chart card data. To do so:
  1. Hover over the upper-right corner of your Bar Chart or Battery Chart card.
  2. Click Sort.

    Sorting is not available for Bar Chart cards that have an x-axis of time.

  3. Select one of the following sorting options:
    • Alphabetical: Sort the x-axis from A-Z or Z-A.
    • Values: Sort based on data values (such as number of tasks) from highest to lowest or lowest to highest.
    • Manual: Set a custom order for the x-axis.

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

Change the sort direction

You can change the sort direction when sorting by Alphabetical or Values. To do so:
  1. Hover over the upper-right corner of your Bar Chart or Battery Chart card.
  2. Click Sort.
  3. Select Alphabetical or Values.
  4. Click the arrow icon to change the sort direction.

Screenshot of someone changing the sort direction of a card.

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