Feature
overview
| What | Filtering in the Everything
area lets you filter tasks
across projects in
Teamwork.com so you can focus
on the specific work you want
to review. Depending on the
view you are using, such as Tasks, Table, Board, or Completed
tasks, you can apply
filters based on criteria such
as status, assignee, due date,
project, and tags. |
|---|---|
| Why |
|
| Who |
|
| When | Use filters when you want
a cross-project view of a
specific group of tasks.
For example, show only
active tasks assigned to a
specific person or focus
on overdue or upcoming
work
that needs
attention. |
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Before you start
Filtering is available in each task view in
the Everything area (Tasks, Table, Board, Completed
tasks). The exact filter options and
layout vary by view.
Use filters in Teamwork to filter tasks
across projects in the Everything area,
including both active and completed
tasks.
Use filters in Everything
task views
Open a task view
- Select Everything in Teamwork.com's
main navigation menu.
- Switch to a task view: Tasks, Table, Board, or Completed tasks.
Apply filters
- Click Filter in the view's top
right.
- Choose a filter option (such as status,
assignee, or due date).
- Select the filter criteria (for example,
a specific assignee or tasks with a
"Review" tag).
- Repeat steps 2 and 3 to combine filters
and refine results further.
Filters apply instantly, allowing you to
refine results in real time without leaving
the view.
Understand
filter options
Most filter options are shared across task
views in the Everything area, though the
exact layout and available fields may vary
depending on the view you are using.
These filter options generally fall into the
following groups:
- Task details: Status, assignee,
priority.
- Time: Due date, date created,
completion date, and related date-based
filters.
- Project and structure: Project,
tags, stages, and other structural
filters.
- Additional options: Subtasks,
completed tasks, created by,
followers.
Combine filters
Combine filters such as status, assignee,
and due date to create a focused view of your
work.
Combining filters is
one of the fastest ways to manage large
task sets across projects.
Best practices
- Start broad, then narrow: Begin
with a high-level filter such as status,
then refine results as needed.
- Use status first: Separate active
and completed tasks early to quickly focus
your view.
- Combine filters carefully: Adding
too many filters can limit results more
than expected, so refine step by
step.
- Save useful
views: Save frequently used filter
combinations to avoid rebuilding them each
time.