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

Go to the Everything area of your site and select the Tasks subsection.

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Using the search field at the top of the Tasks view, you can refine the list of tasks based on either assignee or task name.

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You can also toggle between everyone's tasks (that you have permission to view) or only your own.

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Click the filters button in the top right to open the advanced filters pane and access additional filter options.

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Date

You can choose to see results based on date from one of the default date ranges or 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 late tasks
  • Include tasks with no date
  • Ignore start dates




Custom Fields 

You can filter by site level custom fields by selecting a custom field from the dropdown menu. Click Add Custom Field Filter to add additional custom fields to your filter. 

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Date Created 

You can choose to see results based on the task creation date from one of the default date ranges or a custom date range.



When using the custom date range option, you can choose Created after and Created before dates to set the range.





Project

You can filter the active tasks to only display tasks from one or multiple specific projects.




Priority

Filter the active tasks to ones with a specific priority level.





Assigned To

You can filter the active tasks to tasks assigned to specific users on your site.

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  • Include deleted users - show deleted users in the Assigned To dropdown.
  • All assigned tasks
  • Include unassigned tasks
  • Include tasks for users' companies - tasks assigned to the company the user is associated with.
  • Include tasks for users' teams - tasks assigned to any teams where the user is a member.

When you click Show more options at the bottom of the Assigned To filter, you will see additional fields to filter the tasks assigned to specific companies and teams.

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Tags 

Filter the active tasks by the tags associated with them, applying one or multiple tags.

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Select the Match all tags option to only display tasks that include all of the selected tags. 

When you click Show more options, you will see options to:

  • Show only untagged items in the results
  • Exclude certain tags from the results
    • If you have Match all excluded tags checked, only tasks with none of the selected excluded tags will be shown. 



Followers

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

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Created By

Choose to only show active tasks that have been created by a specific user or multiple users.

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When you check the Include deleted users option, deleted users will appear for selection in the Created By dropdown.


Options

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  • Include blocked tasks - show or hide tasks that are blocked from being completed by subtasks or dependencies.
  • Include tasks I created
  • Include completed tasks
  • Include subtasks - choose to show or hide subtasks that match the filters you have set.
  • Only tasks with Desk tickets
    • When this option is selected, only tasks that are currently associated with a ticket from Desk will be displayed.
  • Only tasks with unread comments

You can also drag and drop the various filter options to new positions in the filters pane to reorder them. 

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Saving filters

You can choose to save a filter you have created for use at a later time. Once saved, it will appear in the Saved Filters tab of the filters pane. Clicking a saved filter will apply it to the tasks view and the saved filter will be highlighted.

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When an active filter is applied, you can also change quickly between saved filters by clicking the active filter's name at the top of the Tasks area.

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Note: Saved filters are available on paid Teamwork subscriptions.

For more information, see: Filtering