Within Teamwork, you can filter the tasks showing in the tasks List view on your project.
You can use the quick search at the top of the List area to filter the tasks based on assignee or task name.
Note: Attached milestones will not be displayed under their associated task list when a filter is applied in this view.
Click the filters button in the top right to open the advanced filters pane.
Filter by which tasks are assigned to a specific user or users.
- Include items from deleted users - deleted users will appear for selection in the Assigned To dropdown.
- Include tasks for users' companies - show tasks assigned to the companies associated with each selected user.
- Include tasks for users' teams - show tasks assigned to teams where each selected user is a member.
Clicking Show more options will expand the filter and allow you to filter to tasks assigned to teams or companies and their individual members.
Note: When you filter to a team or company, tasks assigned to individual members will also appear.
When setting the date, you can choose to see results for when the task is due using the set time frames found within the drop-down. You can also choose to view tasks that are late.
In addition to the predefined date ranges, you can also set a custom date range or number of days.
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 - If selected, this will show overdue tasks in your search.
- Include tasks with no date - If selected, this will show tasks with no start date or due date.
- Ignore start dates - If selected, this will show tasks with only a due date within the date parameters.
You can choose to filter tasks 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.
When you select Show more options, you will see options to:
- Select certain 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.
- Show only untagged items in the results
Note: You can choose tags to include and exclude in the same filter.
You can choose to filter by priority. This can help you to focus in on tasks that may need most attention on the project.
You can choose to filter tasks that are only included on specific board columns.
Alternatively, select the no column option to filter the results to only tasks without an associated column.
You can choose to only show tasks that have been created by a specific user or users.
- Checking the Include deleted users option will show deleted users for selection in the Created By dropdown.
You can also filter by creation date, with a variety of date range options to choose from.
When you select the custom date range option, you will be able to set created after and created before dates.
- Include blocked tasks - you can show or hide tasks that are blocked from being completed by subtasks or dependencies
- Include completed tasks
- Include subtasks
- Only tasks with Desk tickets - when this option is selected, only tasks that are currently associated with a ticket from Desk will be displayed
- Include only tasks with unread comments
Set one or multiple custom field filters to show tasks containing certain custom field values.
Note: Custom fields are available on per-user Premium/Grow subscriptions and above.
You can also drag and drop the various filter options to change the order.
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 highlight it and apply it to the tasks area.
When a filter is active, you can also change quickly between saved filters by clicking the filter name at the top of the page.
Note: Saved filters are available on paid Teamwork subscriptions.
For more information, see: Filtering