Search, filter and sort tasks

The search and filters at the top of the board narrow the list to the tasks you need. Your filters and sort order are remembered for you on each project.

Search#

Type in Search. The board shows tasks whose title, description, notes or subtasks contain what you typed. Search works within one project at a time.

Filter#

1. Select Filters to open the filter fields. The button shows how many are on, for example Filters (2).
2. Choose any of Room, Status, Priority, Assignee, Due from, Due by and Needs attention (Overdue, Due in the next 7 days or Blocked).
3. The board updates as you choose. A line under the filters says how many tasks match.

Select My tasks to show only tasks assigned to you. Select Clear filters to remove every filter at once.

Sort#

Choose an order in Sort by: Priority (the default), Due date, Recently updated or % complete.

Save filters you use often#

1. Set up the filters you want.
2. Select Save these filters.
3. Enter a name and select Save.

To use them again, choose the name in Saved filters. You can keep up to 20 saved filters per project. Saving under a name you already used replaces it.

Links from the dashboard#

See all on the dashboard opens the board filtered to that list, such as Overdue. That filter applies only to this visit and doesn't replace your saved filters. Select its × to go back to them.

Reordering by drag#

Drag a task by its handle to change its place in the list. Dragging only works when nothing is filtered and the sort is Priority. A task can only move among tasks of the same priority in the same room, and finished tasks stay at the bottom.