Filtering tasks

Update your project to only show what tasks you need to see. Understand how with this quick guide

All of the tasks within a Task Board can be filtered to only show the tasks you require. This is really useful for picking out certain tasks such as those with a specific date, or those which have a file attached to them. The filter types (by tags, by assigned, by importance, etc), can be combined to further enhance the filtering.

Filtering a task

1. To filter tasks, select your Task Board and then select the Filter icon situated in the bottom left-hand corner and click 'Set up Filter'.

2. Then, select the filters that you wish to apply. You will have the choice of the following filters:

• Task name and notes
• Assignees
• Filter by Planner
• Importance
• Urgency
• Tags
• Start Date
• Due Date
• Tasks not started
• Tasks in progress
• Tasks on hold

3. Once a filter has been selected, the tasks corresponding to the filter will appear on your project, here is a Canvas view (switch views by selecting the appropriate icon next to your project name)

4. Once you've finished selecting your filters, your changes will automatically save. If you want to delete a filter, simply select CLEAR and this will delete the filters previously added to your Task Board.