Within Teamwork Projects you can filter the results for active tasks across multiple projects on your site.



In the Everything area of your site, go to the Active Tasks tab:


To access filters choose the filter icon to right of the page:



Note: This icon will appear blue if an active and applied filter is in place.

Once this is selected the filtering options will appear in the right pane:

Keyword



You can use this to filter your results down to the search term entered.

Assigned To


You can filter by users assigned to the task(s), and choose whether to include all assigned tasks or unassigned tasks.

You also have the option here to include items from deleted users.

  • When this is selected, deleted users will then appear in the Assigned To dropdown

Project



You can choose one or multiple projects from which to see results from

Date



You can choose to see results from a set date range or you can choose a custom date range.



When choosing a custom date range, a within_days range, or any range that is in the future you will have three further options to choose from. 

  • Include overdue tasks.
  • Include tasks with no date.
  • Ignore start dates.
Tags


You can choose to filter projects by the tags associated with them. You can apply more than one tag when filtering results. You can filter any results that include one or more matching tags.

  • Alternatively, you can select the 'Match all tags' option which will then only return results which include all selected tags.
By clicking 'Show more options', you will see the additional option to select tags you wish to exclude from the results.

  • If you have 'Match all excluded tags' enabled, only tasks with none of the selected excluded tags will be shown.
Note: You can choose tags to include and exclude in the same filter.


Priority



You can choose to filter by priority. This can help you to focus in on tasks that may need more attention than others.

Followers



You can choose to only show active tasks that certain people are following.

Created By


Similarly to followers you can choose to only show tasks that have been created by a specific user or users.

You also have the option here to include items from deleted users.

  • When this is selected, deleted users will then appear in the Created By dropdown

Date Created 


You can also filter by creation date, with different date range options.

  • Anytime
  • Yesterday
  • Today
  • This week
  • Last week
  • This month
  • Last month
  • Last 3 months
  • Last 6 months
  • Within the previous _ days
  • Custom date range
When using the custom date range option, you can choose 'created after' and 'created before' dates to set the range.



Options


  • Include blocked tasks - if you choose to tick the 'include blocked tasks' box you can show or hide tasks that are blocked from being completed by subtasks or dependencies
  • Include completed tasks
  • Only tasks with Desk tickets
    • When this option is selected, only tasks that are currently associated with a ticket from Desk will be displayed
You can also drag and drop the various areas of the filter to change the layout to your liking:



Save Filter

You can choose to save any filter you have created for use at a later time. This will then appear within the 'Saved Filters' section of filter right pane.



You can also change quickly between saved filters by clicking on the filter name to the top of the page.



Note: Only users on paid subscriptions can save filters.

For more information, see: Filtering