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Sorting and Filtering Tasks in Board View

Table 11. Availability - Legacy plans

Unavailability: ; Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise.


Table 12. Availability

Unavailability: ; Availability: Free, Professional, Team, Business Plus, Enterprise Standard, Enterprise Pinnacle.


Overview

All users on all account types can use Board view.

Sorting and filtering tasks in Board view allows you to designate how tasks are sorted within columns and which tasks show up on boards.

Filter tasks in Board view

You can apply filters to see only specific tasks and task-based items in your Board view.

Filtering_tasks.png
  1. Open a folder, project, or space in Board view.

  2. Click the filtering 1 form the toolbar.

  3. Choose your filter option:

    • All tasks, All active tasks, and My active tasks 2 are available in the dropdown by default as well as any filter presets you may have created.

    • Click More filters 3 in the dropdown to open a filtering panel and filter by any field.

    Note

    Board view only considers the first layer of subtasks. This means that even if sub-subtasks meet the filter criteria, they will not be displayed in the Board view.

SORTING.gif

Change sorting in Board view

  1. Open a folder, project, or space in Board view.

  2. Click the current sorting 1 option from the toolbar.

  3. Choose the sorting option you want to apply from the dropdown 2 list.

Sorting_tasks.png

Available sorting options

Priority

Priority is the default sorting setting for Board view. When sorting tasks by priority, you can drag and drop tasks to change their priority. The closer a task is to the top of the list, the higher its priority.

All users who have access to the folder, project, or space see tasks in the same order when they sort by priority. For example, when you sort by priority and change task order, your teammates will also see the new task order when they look at the folder, project, or space and sort tasks by priority.

Due date

When sorting tasks by the due date, tasks with earlier due dates appear before tasks with later due dates.

Importance

When you sort tasks by importance, tasks set to High importance are listed first, followed by tasks with Normal importance, and then tasks with Lo w importance. You can change task importance right from Board view:

  1. Hover over a task.

  2. Click the three-dot menu 1 button that appears at the top right corner of the task.

  3. Hover over Importance 2 and select the new importance for the task from the dropdown menu.

Importance.png

Name

Sort tasks by name to see a folder, project, or space’s tasks listed alphanumerically.

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