All articles

Filters in Table View

Table 5. Availability - Legacy plans


Overview

You can filter tasks and projects in Table view.

Filter Presets

  1. Navigate to the selected folder, project, or space and switch to Table view 1.

  2. Click on the applied filters option 2 in the toolbar opens a drop-down menu.

  3. Select the type of filter option from the list 3, how you need to visualize the tasks, projects, folders in the view.

    The filtering options are:

    • All tasks

    • All active tasks

    • My active tasks

Table_Filterpreset.png

Note

When Table view is created, All Tasks filter preset is applied as a default.

Filter tasks

  1. Navigate to the selected folder, project, or space and switch to Table view 1.

  2. Click the applied filters option 2 in the toolbar opens a drop-down menu, select More filters... 3.

  3. In the filter panel, click the caret icon in Tasks and select the filters you want to apply from the list 4.

The following attributes are available as filters:

  • Custom item type

  • Status

  • Assignee

  • Tasks to do

  • Approvals

  • Task type

  • Importance

  • Effort

  • Created date

  • Start/Due date

  • Completed date

  • Last modified date

  • Author

  • Billing type

filters-table-1.png

The filters you select are applied right away.

Tip

You can set filters as default or as filter presets, which saves applied filters for a view, so that all other users will see the same view with the same filters applied.

Filter projects

  1. Navigate to the selected folder, project, or space and switch to Table view 1.

  2. Click on the applied filters option 2 in the toolbar opens a drop-down menu, select More filters... 3.

  3. In the filter panel, click the caret icon in Projects and select the filters you want to apply from the 4.

The following attributes are available as filters:

  • Custom item type

  • Status

  • Owner(s)

  • Start/finish dates

  • Date of creation

  • Author

  • Progress

  • Project Risk

  • Custom fields

Table_FilterProjects.png

The Progress, Health and Custom fields filters are available on Business and higher accounts only.

Note

To preserve the hierarchy, filtered tasks, projects, and folders are grayed out in the table.

filters-table-2.png
  • Elements that appear grayed-out are parent items that don't match the conditions of your filters. To show/hide the parent items from the current view:

    1. Click on the three-dot menu button 1 on the toolbar.

    2. Click on the Parent items that don’t match filters option 2 from the drop-down menu.

  • Additionally you can hide the folders and projects to declutter your view by clicking on the three-dot menu button 1 on the tool bar and selecting Empty projects and folders 3 from the drop-down menu.

Filters_3_dot.png
Top