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Filters in Table View

Table 9. Availability - Legacy plans


Overview

You can filter tasks and projects in Table view.

Note

When you open a folder, project, or space with more than 1000 tasks in Table view the "My active tasks" filter is applied by default. You can change filters at any time to see all the tasks in this location.

Filter tasks

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

  2. Click the applied filters above the table or click the filter icon to open the filter panel. 2

  3. In the filter panel select filters you want to apply under Tasks. 3

filters-table-1.png

The filters you select are applied right away.

Tip

You can save applied filters as filter presets. This way you can use them later and apply to different folders, projects, and spaces.

Filter projects

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

  2. Click the applied filters above the table or click the filter icon to open the filter panel.

  3. In the filter panel select filters you want to apply under Projects.

The following attributes are available as filters:

  • Status

  • Owner(s)

  • Start/finish dates

  • Date of creation

  • Author

  • Progress

  • Project Risk

  • Custom fields

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
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