Filter, Group and Sort Tasks

you can get your task list as you want to see.

You can get your task list as you want to see.

1. Filters

Purpose: Show only tasks that meet specific criteria (e.g., only "In Progress" tasks or tasks assigned to you).

How to use:

• Open the project.

• Click on the Filter icon (funnel symbol) in the top-right.

• Choose criteria like:

  • Assignee

  • Status

  • Due Date

  • Custom Fields

• You can apply multiple filters at once.

Filters can be saved as a custom view (e.g., "My Tasks", "Overdue", etc.) through Advanced Search option

2. Group By

Purpose: Visually group tasks by a specific attribute (e.g., by assignee, status, or select field).

How to use:

• Click the Group By dropdown (looks like stacked bars).

• Select the field to group by:

  • Status (default for Kanban)

  • Assignee

  • Priority

  • Custom Fields

3. Sort

Purpose: Reorder tasks based on specific fields.

How to use:

• Click the Sort icon (A→Z or up/down arrow).

• Choose what to sort by:

  • Due Date

  • Start Date

  • Priority

  • Custom Fields

  • Name

• You can choose ascending or descending order.

Save Your View

Once you've applied filters, sorting, and grouping:

• Click on the View dropdown at the top.

• Click “Save” to preserve this layout.

• You can toggle between different saved views anytime.