Within Teamwork.com, you can filter the tasks showing in each project's tasks List view.

Filter project tasks

  1. Click Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project.
  3. Switch to the project's List view.

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  4. Use the quick search field in the view's top right to filter the tasks based on assignee or task name.
  5. Click the Filter button in the view's top right to open the advanced filters menu.
  6. Choose filters:
    1. Assignees (people or teams), client, dates, task status, priority, tags.
    2. More options (stages, date created, created by, exclude tags).
  7. Use Quick filters to refine the tasks shown based on their status:

AI filter assistant

Take advantage of the AI filter assistant, which leverages the power of Teamwork.com’s built-in AI tool.

🧪
Beta feature
This feature is currently in beta. You’re getting early access while we gather feedback and make improvements.

How it works

Describe what you’re looking for in simple English (or any other language) to drill down into specific tasks (ex. "tasks due this week assigned to me"). From there, the AI interprets your request and applies relevant filtering parameters to load the appropriate results.

Use the AI filter assistant

In a project's task List view:

  1. Click Filter to open up the filter panel. You’ll have the option to manually choose filters from a dropdown, or use the AI filter assistant to write details about which tasks you’d like to see.
  2. Go to the AI filter assistant section. FYI, It's at the top of the filter panel.
  3. Click Try it out.
  4. Describe your filter requirements:
    1. Quick entry: Click one of the pre-populated suggestions (ex. "What tasks are due today?") to quickly fill that criteria in the filter description.

    2. Custom: Start typing your filter requirements in the Describe filter field. Ex. "Show tasks assigned to me due next week with the #Review tag."
      3. 💡
      Tip
      Use shortcuts to quickly auto-complete filter criteria. Just type a supported shortcut symbol into the field to prompt suggestions.
      • @ for assignees
      • # for tags
      • > for workflow stages
      • ~ for custom fields
  5. Click Apply filter. The AI filter assistant will translate your request into filters.
  6. Next:
    1. Adjust the filter further using the manual filter options.
    2. Use the AI filter assistant field to start a new filter request, repeating the previous steps.

For more information, see: Filtering