Tasks & Workflows

Views & Filters

Views and filters help you see the right work fast—by person, date, priority, or status.

What are Views & Filters?

Views are saved combinations of layout (Board/List/Timeline) and filters. Filters narrow tasks by fields such as assignee or due date.

Key Features of Views & Filters

  • Board/List/Timeline – Choose how you see work.

  • Saved Views – Reuse filters across the team.

  • Quick Toggles – My tasks, overdue, high priority.

  • Shareable – Publish team-wide standard views.

  • Fast Search – Find tasks by keyword or ID.

Why Use Them?

Good views reduce noise and boost focus. Teams align faster when everyone looks at the same filtered truth.

Views & Filters in Action

[filter.my_today]
assignee = "me"
due_before = "today"
view = "board"

In this example:

  • We define a “My Today” view as a board.

  • It shows tasks assigned to me that are due today.

  • Save and share it so everyone can find the same focus.

Background

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