Task Filters

Filter and search tasks to find exactly what you need. Use advanced filters to find tasks by status, priority, due date, or assigned lead to stay organized and productive.

5 minutes
Beginner

Task Filters

Learn how to filter and search your tasks to find what you need quickly and stay organized.

Overview

Task filters help you:

  • Find specific tasks
  • Organize your view
  • Focus on what matters
  • Stay productive

Filtering Tasks

Accessing Filters

  1. Go to Tasks page
  2. Find filter options
  3. Use dropdown menus
  4. Apply filters
  5. View filtered results

Filter Options

Filter by:

  • Priority - High, Medium, Low
  • Status - To Do, In Progress, Completed
  • Assigned To - You, Others, Unassigned
  • Due Date - Today, This Week, Overdue
  • Related Lead - Specific leads

Common Filters

My Tasks

Filter to show:

  • Assigned to me
  • Only your tasks
  • Your workload
  • Personal view

High Priority

Filter to show:

  • High priority only
  • Important work
  • Focus on urgent
  • Priority tasks

Overdue Tasks

Filter to show:

  • Past due date
  • Need attention
  • Urgent items
  • Catch up work

Today's Tasks

Filter to show:

  • Due today
  • This week
  • Upcoming
  • Current work

Combining Filters

Multiple Filters

Apply multiple filters:

  • Priority AND status
  • Assigned to AND date
  • Complex combinations
  • Precise filtering

Filter Examples

My High Priority Tasks:

  • Assigned to: Me
  • Priority: High
  • Status: To Do or In Progress

Overdue Tasks:

  • Due Date: Before Today
  • Status: Not Completed
  • Show urgent items

Searching Tasks

Search Function

  1. Find search box
  2. Enter keywords
  3. Search task titles
  4. Search descriptions
  5. Find matches

Search Tips

  • Search by task name
  • Search by lead name
  • Search by keywords
  • Use specific terms
  • Find quickly

Saved Filters

Saving Filters

  1. Apply filters
  2. Click "Save Filter"
  3. Name the filter
  4. Save for later
  5. Quick access

Using Saved Filters

  • Quick access to saved filters
  • One-click filtering
  • Common views
  • Time savers

Best Practices

1. Use Regularly

  • Filter to focus
  • Clear views
  • Stay organized
  • Save time

2. Save Common Filters

  • Save frequently used filters
  • Quick access
  • Consistent views
  • Workflow efficiency

3. Combine Filters

  • Use multiple filters together
  • Precise views
  • Find exactly what you need
  • Better organization

Filter Examples

Daily View

Filters:

  • Assigned to: Me
  • Due Date: Today
  • Status: To Do
  • See today's work

Weekly Review

Filters:

  • Due Date: This Week
  • Status: All
  • Priority: All
  • Weekly overview

Catch Up

Filters:

  • Due Date: Overdue
  • Status: Not Completed
  • All priorities
  • Things to catch up on

Troubleshooting

No Results

  • Check filters aren't too restrictive
  • Adjust filter settings
  • Try broader filters
  • Verify tasks exist

Filter Not Working

  • Clear all filters
  • Apply one at a time
  • Check filter options
  • Refresh page

Related Guides

Next: Learn about task dashboard →

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