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How to filter and sort tasks and projects

How to filter and sort tasks and projects

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Introduction

Filtering and sorting help you focus on specific tasks or projects. This facilitates the efficient management of your workload.


Steps to filter and sort tasks

Step 1: Open your project

  1. Access the Projects application.

  2. Select the project containing the tasks you want to filter or sort.

Step 2: Access filtering and sorting options

  1. At the top of the tasks section, click on the Filter or Sort icons.

Step 3: Apply filters

  1. Choose filtering criteria such as:

    • Status: Status of tasks

    • Labels: Labels of tasks

    • Priority: Levels of priority

    • Points

    • Sub-tasks

    • Created by

    • Assigned to

    • Due date

    • Start date

    • Creation date

Step 4: Sort tasks

  1. Select sorting criteria:

    • Due date

    • Priority

    • Name

    • Points

    • Start date

    • Creation date

Steps for projects

Step 1: Access the list of projects

  1. In the Projects application, display the list of main projects.

Step 2: Apply filters and sort

  1. Use the available options:

    • Filters:

      • Visibility

      • Members

      • Progress

      • Creation date

    • Sort by:

      • Name

      • Progress

      • Creation date

      • Last updated

Tips

  • Combine filters: Use multiple filters to get precise results.

  • Save time: Filtering helps focus on important items.

  • Reset filters: Don’t forget to disable filters when you are done.


FAQ

Q1: Can I save my filtering settings?

  • Currently, saving filter presets is not available.

Q2: Does filtering affect other team members?

  • No, filters are user-specific and do not affect other users' views.

Q3: Can I filter tasks across all projects?

  • Filters are applied project by project. Use the dashboard for inter-project views.