Filtering Tasks

All of the tasks within a project can be filtered to only show the matching tasks that you require. This is really useful for picking out certain tasks such as those that are overdue, or those which have a file attached to them. The filter types (by tags, by assigned, by importance, etc), can be combined to further enhance the filtering.


Filtering a task

1. To filter tasks, select your project and then select the Filter icon situated in the bottom left-hand corner and click “Set up Filter”.

2. Then, select the filters that you wish to apply. You will have the choice of the following filters:

  • Task name and notes
  • Assignees
  • Filter by Planner
  • Importance
  • Urgency
  • Tags
  • Due Date
  • Tasks not started
  • Tasks in progress
  • Tasks on hold

  • 3. Once a filter has been selected, the tasks corresponding to the filter will appear on your Canvas.

    4. Once you’ve finished selecting your filters, your changes will automatically save to your project. If you want to delete a filter, simply select CLEAR and this will delete the filters previously added to your project.

    Please note: Access to this feature is subject to the plan that you’re on. For more information, please get in contact at