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Customer Relationship Management (CRM)

How to find tasks using filters [Video]

To quickly find your tasks, use search filter criteria. You can also save frequently used filters to automate your search process.

To filter your tasks on the board, click Filter > New filter, and select filter criteria.*

If some task filter fields are not visible, click Change filter fields, and select the fields you’d like to see.

Once you select your filter criteria, click Select. Your board will show all tasks that match these criteria. To remove a criterion, click the cross icon.

You can also save frequently used filters to quickly find certain tasks. Once you select your filter criteria, click Select and go to the page with filtered tasks.

Click Save filter to save your selected criteria, and enter a filter name.

To use your saved settings, go to Filter > Saved filters, and select a filter. You can also switch between saved filters while viewing your board with filtered tasks.

Last Updated: 01.10.2024

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