Within Teamwork.com, you can
filter the tasks
showing in each project's tasks List
view.
Filter project
tasks
- Click Jump to in Teamwork.com's main
navigation menu.
- Search for
and select a project.
- Switch to the project's List view.
- Use the quick search field in the view's top right to filter the tasks based on assignee or task name.
- Click the Filter button in the view's top
right to open the advanced filters
menu.
- Choose filters:
- Assignees (people or teams),
client, dates, task status,
priority, tags.
- More options (stages, date
created, created by, exclude
tags).
- Assignees (people or teams),
client, dates, task status,
priority, tags.
- 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:
- 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.
- Go to the AI filter assistant section. FYI, It's at the top of the filter panel.
- Click Try it out.
- Describe your filter requirements:
- Quick entry: Click one of the pre-populated suggestions (ex. "What tasks are due today?") to quickly fill that criteria in the filter description.
- Custom: Start typing your filter requirements in the Describe filter field. Ex. "Show tasks assigned to me due next week with the #Review tag."
- @ for assignees
- # for tags
- > for workflow stages
- ~ for custom fields
💡TipUse shortcuts to quickly auto-complete filter criteria. Just type a supported shortcut symbol into the field to prompt suggestions. - Click Apply filter. The AI filter assistant will translate your request into filters.
- Next:
- Adjust the filter further using the manual filter options.
- Use the AI filter assistant field to start a new filter request, repeating the previous steps.
- Adjust the filter further using the manual filter options.
For more
information,
see: Filtering