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Filters

All users (including collaborators) on all account types can use filters.

⏱ 4.5 min read

Overview

By default, when you view tasks in List view and Table view or on a Gantt Chart, an active status filter is applied so that you only see tasks with an “Active” status (or tasks in an active status group if you have Custom Statuses). You can change filters so that you see all tasks in a folder, project, or space, or apply additional filters so that you see only the tasks that match the criteria you select.

Please note, this page is mostly about filtering tasks, but you can filter projects as well.

Important Information

  • You can apply filters to a folder, project, or space and then create a Dashboard widget that shows data matching those filter selections.
  • When you apply a set of filters to one folder, project, or space, those filters remain in place as you switch between the List view and the Table view.
  • All applied filters are listed under a folder, project, or space’s title in the left-hand corner of the Table and List views or Gantt Chart.
  • From the Table view you can filter not only tasks but projects as well.

Available Task Filters

These filters can be applied to tasks on the List view, Table view, and Gantt Chart.

Filter Free Professional Business and Enterprise
Status + + +
Assignee + + +
Tasks To Do + + +
Task Type   + +
Completed Date   + +
Due Date   + +
Start Date   + +
Last Modified Date   + +
Created Date   + +
Author   + +
File Approvals*   + +
Guest Reviews*   + +
Custom Workflows and Statuses     +
Custom Fields     +
Effort**     +
Approvals***     +

Please note, Professional, Business, and Enterprise users must click the “Add more filters” button on the filter panel to see some filter options not displayed by default.

*Filters related to File Approvals and Guest Reviews are only available in accounts with Wrike Proof.

** Filters related to effort are only available to Wrike for Professional Services accounts and accounts with Wrike Resource and are not available on the Board View.

*** Filters related to Approvals are only available in accounts with the Approvals feature.

How to Filter Tasks

You can filter tasks at the folder, project, or space level.

When you filter tasks, you filter all tasks in the selected folder, project, or space that are shared with you.

  1. Select a folder, project, or space from the left-hand Navigation panel.
  2. Click the settings icon on the panel above the task list and select to show “Tasks from Subfolders” if you want to include tasks from descendant folders/projects (optional).
  3. Click the Filters icon.
  4. Check the box next to each of the filters you would like to apply.

Filter Tasks by Assignee

You can use filters to generate a list of tasks assigned to you, to another user, or to multiple users.

Step 1. Decide which tasks you want to filter.

  • Select a folder, project, or space from the left-hand Navigation panel. Click the settings icon on the panel above the task list and select to show "Tasks from Subfolders."

Step 2. Apply Filters.

  1. Click the Filters icon. 1
  2. Scroll down to the “Assignee” section 2 of the Filters panel.
  3. Check the boxes to the left of each user whose assigned tasks you would like to see.

Step 3. Create a Widget. (Optional)

If this is a list you need to save or look at frequently you can create a Dashboard widget. Dashboard widgets automatically refresh and update so that you always see tasks that meet the applied filters.

Filters_-_Filter_tasks_by_assignee.png

Filter Presets

When you filter tasks in the List or Table view you can save a set of applied filters as a preset. To do so:

  1. Select a folder, project, or space from the left-hand Navigation panel and open it in the Table or List view. 1
  2. Click on the Filters icon. 2
  3. Apply more than one filter to the view.
  4. Click on the “Save” button 3 at the top of the Filters panel.
  5. Enter the name for the preset. 4
  6. Click “Save.” 5

The preset is added to the list of system presets. Click on the number of applied filters next to the filters icon to see the list of all presets in your account. Select one preset from the list to apply it.

Filters_-_Presets.png

Additionally, you can rename the preset or delete it:

  1. Open the list of presets. 1
  2. Hover over the preset you want to edit.
  3. Click on the three-dot menu. 2
  4. From here:
    • Select “Delete” to remove the preset.
    • Select “Rename” to edit the preset name and click “Save” after you finished.

Filters_-_Delete_presets.png

How to Filter Projects

It is possible to filter projects within one folder, project, or space. To do so:

  1. Open the folder, project, or space from the left-hand navigation panel.
  2. Switch to Table view.
  3. Click the filters icon above the table.
  4. Select “Projects” on the filter panel.
  5. Select the filter(s) you would like to apply.
Filter Free Professional Business and Enterprise
Status + + +
Owner + + +
Start/Finish date + + +
Date of Creation   + +
Author   + +
Progress     +
Health     +
Custom Fields     +

The filters you apply to projects can also be saved as presets. Note that these filter presets can only be used in the Table view.

Filter Tasks in Activity Streams

Regular and external users on all subscription types can filter tasks in the Activity Stream.

1. Switch to the Stream view. You can use the Stream view for:

  • Your account, by selecting the “Stream” tab from the top of the workspace.
  • A folder, project, or space by selecting it from the left-hand Navigation panel and then switching to the Activity Stream View by clicking “Stream.”

2. Select the filter you would like to apply from the right-hand panel:

  • Everything: shows all changes and comments on tasks, folders, projects, or spaces shared with you.
  • Everything I follow: shows the changes and comments on all tasks, folders, and projects which you follow (this is the default for the Activity Stream).
  • Assigned to me: shows the latest changes and comments on tasks that are assigned to you.
  • My conversations: shows the changes to and discussions about tasks, folders, and projects that you created, updated, or commented on at least once.
  • Hide auto updates: when this is selected, the activity stream will only show comments and the history of file attachments.

The filter is applied as soon as you make a selection.

Please note, if you choose to view the Activity Stream for a folder, project or space, you will see updates regarding information that meets the filter criteria you select and that are related to items which live within that folder/project/space.

Filter Comment Streams

Click the filter icon in the upper right-hand corner of a task, folder, or project Stream and select:

  • "All updates" to see all changes and comments related to the task, folder, or project.
  • "Only comments" to see only comments and the history of file attachments.

Remove Filters

  1. Select a folder, project, or space from the left-hand Navigation panel and open it in the Table view, List view, or Gantt Chart.
  2. Click on the Filters icon.
  3. Applied filters are listed under the “Applied filters” section.
  4. Hover over the filter you want to remove.
  5. Click the “x” that appears to the right of the filter name.
  6. To remove all filters at once click on the “Clear filters” button.

That filter is immediately removed.

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