Task filter

Each predefined task list has a default filter applied to its record set. It is also possible to create custom filters and lists, or temporarily edit the default ones. Click to open the filter menu. To close the menu, click on the filter button again.

You can filter tasks based on status, team, owner, created, created by, due date and completed

Edit a default filter

Each default filter comes with a set of predefined values. Simply click on the drop-down lists to select the options (one or multiple) that are best suited for your list. Once you have made changes to a default filter, a “Reset” button appears to the left of the “Save As” button. Click on the “Reset” button to undo changes.

Changes made to a default filter are only temporary. To save the changes, you have to create a new personal list.

Create a new personal list

To create a custom-made personal list, select an existing list as a baseline for the new one and open the filter menu. You can either make changes to the chosen filter before saving it as a list, or edit the personal list after it has been created. Clicking “Save as” will open a modal window where you can enter a unique list name, and create the list.

Press “Add” to create the list.

Custom-made lists are visible beneath the predefined lists.

Edit and delete an existing personal list

It is possible to edit both the filter values of a personal list and its name. You can also delete a personal list.

When you hover over a personal list, two new icons (a pencil and a cross) appear to the right of the list name.

To edit the list name, click on the pencil. Doing so will open a modal window, where you can rename the list.

To delete a personal list, click on the cross. You will have to confirm your choice in order to delete the chosen list.

In order to make changes to filter values, simply click on the custom-made list you want to edit. Make sure that the filter menu is open. Once you have made changes to the filter, you can choose to reset it, save and overwrite the existing list or save as a new list.

*The custom-made personal lists are located beneath the predefined lists. You can distinguish between these two types by hovering over them. The icons are only visible when hovering over a custom-made list.

Unsaved changes

Changes made to a filter, belonging to either a default or a personal list, are stored in your browsers local storage until you save them. A star is displayed next to the list to indicate that the list has unsaved changes.