Filters in Table View
|
Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
|
Availability: Free, Team, Business, Enterprise, Pinnacle. ; Unavailability: ; |
The filtering features in Wrike's Table View are designed to enhance your productivity by simplifying how you find and manage information. With advanced options like relative date filters and negative filtering, you can quickly locate the data you need, allowing you to focus on tasks that add value to your projects.
The filters in Table view provide a unified filtering for all item types, allowing you to filter across different types of content within your workspace.
-
All filters apply to both tasks and projects by default.
-
To see only tasks or only projects, you need to add an Item Type filter.
-
This unified approach provides more consistent results and reduces the need to switch between different filter sets.
-
Advanced Relative Date Filters: You can filter tasks-based or projects-based items within specific time frames, such as the last or next X days, weeks, months, or years.When using relative date filters, it's important to understand how these time periods are calculated:
-
This/Last/Next Day: Refers to the calendar day (today, yesterday, or tomorrow).
-
This/Last/Next Week: Refers to the current, previous, or upcoming calendar week.
-
This/Last/Next Month: Refers to the current, previous, or upcoming calendar month (e.g., January, February)
-
This/Last/Next Year: Refers to the current, previous, or upcoming calendar year (e.g., 2025 for This Year if the current year is 2025)
Tip
When you select a relative date range, Wrike displays the actual calendar dates covered by your selection in the filter interface. This helps you confirm that you're filtering for the exact time period you need.For example, Last Year doesn't mean 365 days before today but rather the entire previous calendar year (e.g., all of 2024 if the current year is 2025).
-
-
Negative Filtering: You can use the IS NOT filter to exclude specific items.
-
Filter by Name: You can quickly locate items by their titles using prefixes or suffixes.
-
Enhanced Status Filters: You can easily search for specific statuses or status groups within your workflow. The status filter includes:
-
Individual statuses from your workflow
-
Complete status groups (such as Active, Completed etc.)
-
A search functionality that allows you to quickly find the exact status or status group you need
Status filtering makes it easier to focus on tasks at particular stages of your workflow without having to select multiple individual statuses
-
-
Calculated Custom Fields Filtering: You can gain deeper insights by filtering with calculated custom fields.
-
Multiple Filters on a Single Field: You can apply multiple conditions to a single field, like filtering by assignee.
-
Parent Filters: You can filter items by the properties of their parent tasks or projects.
-
Column Menu Filtering: You can speed up your workflow by filtering directly from column menus.
-
AND/OR Logic: You can combine filters using AND (match all) or OR (match any) logic, allowing for more precise or broader searches based on your needs. You can also use Filtering groups to provide additional flexibility by organizing related criteria together for complex search queries.
-
Files Filter: You can find tasks that have or don't have files attached.
-
Navigate to the selected folder, project, or space and switch to Table view.
-
Click the filters option in the toolbar.
-
A unified panel opens where you can apply multiple filters, and it includes a dropdown menu with all the available filter options.
-
The following attributes are available as filters:
Note
The Progress, Health, and Custom fields filters are available on Business and higher accounts only.
-
Name
-
Assignee
Note
Use this filter to find items assigned to specific users. The Assignee filter works for both tasks and projects:
-
For tasks, it shows items assigned to the selected user(s)
-
For projects, it shows projects where the selected user(s) are project owners
This unified Assignee filter replaces the previous separate filters for task assignees and project owners, reflecting the consistent terminology used throughout the Wrike interface. If you need to distinguish between tasks and projects in your filtered results, combine this with the Item Type filter to specify which types of items you want to see.
-
-
Status
-
Start date
-
Due date
-
Parent
-
Task data type
-
Importance
-
Billing type
-
Effort
-
Created date
-
Completed date
-
Last modified date
-
To do date
Note
This filter (formerly known as Tasks to do) includes an overdue option to help you identify tasks that have passed their deadline.
-
Item type
-
Files
-
Author
-
Progress
-
Project risk
-
Approval
-
The table below shows all available predicates for each filter type in the new Table View filtering system. Negative filtering (using predicates like "is not," "none of," "does not contain") allows you to exclude specific items from your results, helping you narrow down your view to exactly what you need.
|
Filter |
Available Predicates |
|---|---|
|
Name |
is, is not, contains, does not contain, starts with, ends with |
|
Assignee |
is any of, is all of, is exactly, is not, is empty, is not empty |
|
Status |
is, is not |
|
Start date |
is, is before, is after, is on or before, is on or after, is empty, is not empty |
|
Due date |
is, is before, is after, is on or before, is on or after, is empty, is not empty |
|
Parent |
Direct parent, Any parent |
|
Task data type |
is, is not |
|
Importance |
is, is not |
|
Billing type |
billable, not billable |
|
Effort |
Empty, not empty |
|
Created date |
is, is before, is after, is on or before, is on or after |
|
Completed date |
is, is before, is after, is on or before, is on or after, is empty, is not empty |
|
Last modified date |
is, is before, is after, is on or before, is on or after |
|
To do date |
is, is before, is after, is on or before, is on or after, is empty, is not empty |
|
Item type |
is, is not |
|
Files |
empty, not empty |
|
Author |
is, is not |
|
Progress |
equals, does not equal, is greater than, is less than, is greater or equal to, is less or equal to, is between, is empty, is not empty |
|
Project risk |
is, is not, empty, not empty |
|
Approval |
is, is not |