Filter Presets
All users (including collaborators) on all account types can use filters.
When you filter tasks (or projects in Table view and Gantt Chart) you can save a set of applied filters as a preset. If you use a certain filter or set of filters often this way you will be able to select the preset from the filters drop-down and save time.
Tip
You can create a custom view with the selected set of filters so all your teammates will see the same set of tasks by default when in this view.
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Navigate to a space, folder, or project within which you want to filter tasks.
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Click the filter icon 1 or...
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Click the name of your filter preset and select More filters... 2 in the drop-down that appears.
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Use the filters panel that appears on the right 3. Expand the fields you want to filter by and check the categories you want to view.
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Once you've selected filters, click Save 4 at the top of the filter panel and name your filter preset. It now appears in the drop-down when you click your filter preset.
Once you've created a filter preset you can rename or delete it at any time.