Filters and saved filters

Filters narrow down cards by keyword, person, label, priority and due date. You can save frequently used filters with a name and recall them with one click; if desired, you can share them with everyone in the project.

• Who can do what: Filter and save personal filters: anyone who can see the project (excluding customer accounts)
• Who can do what: Save shared filters: project managers and members
• Who can do what: Delete shared filters: project managers

Steps

1. Click the Filter button at the top left in the Table or Calendar tabs, or at the top right in Kanban. Saved filters are listed at the top of the window 1; click one to apply it, click again to remove it.

2. Select criteria 2: keyword, members (No member and Cards assigned to me included), due date, priority, and labels. Options within the same group are combined with 'or', groups with 'and'.

3. Enter a name in the Save this filter box at the bottom 3 to save the filter. If you want your team to use it too, check Share with everyone in the project and click Save.

1. 1Saved filters
2. 2Select criteria
3. 3Name and save

Related pages

• Labels
• Table view