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Create custom filters
Create custom filters

You can create custom filters to display your tasks according to your own criteria and needs.

Chris Rohrbach avatar
Written by Chris Rohrbach
Updated over a month ago

Create a custom filter from my personal space

In your personal space, you will find by default different filters: My tasks, Delegated tasks, Observed tasks, Created tasks and All tasks you have access to.

However, it is possible that these filters are not sufficient for your use. That's why you have the possibility to create custom filters, according to your own criteria and needs. To create your custom filters :

  1. Go to your personal space

  2. Click on the funnel button

  3. Click on Add a filter

Then choose the filter name (4) and the conditions for displaying the tasks (5). Finally, click Save (6).

⚠️ Note that the first frame allows you to determine ALL the conditions that a task must meet to display in the filter. While from the second frame, you can cumulate several display conditions (see example below with the display of tasks of a team).

Create a custom filter from a workspace

You can create custom filters from a specific workspace. This way, all members of the workspace will be able to use them. The procedure is the same as explained above, just go to the workspace concerned.

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