WorkOwl offers multiple ways to view tasks, including Kanban and table views. Filters behave slightly differently in each view to help you focus on relevant tasks while keeping your preferred layout intact. Understanding how filters work in both views ensures you get the most out of your workflow.
1. Filters in Kanban View
The Kanban view organizes tasks into columns based on status or other categories (e.g., To Do, In Progress, Completed). Filters in Kanban allow you to:
- Display specific tasks: Show only tasks assigned to a certain team member or tagged with a specific label.
- Highlight priority tasks: Focus on high-priority or urgent tasks in each column.
- Limit by project or client: See tasks for a specific project or client without changing the column structure.
Example: Applying a filter for “High Priority” will show only high-priority tasks in their respective status columns, hiding all other tasks while keeping the Kanban structure intact.
2. Filters in Table View
The Table view presents tasks in a grid or list format with columns for status, assignee, priority, due date, and more. Filters in Table view allow you to:
- Sort and narrow tasks: Focus on tasks assigned to a specific team member, project, or section.
- Combine multiple criteria: Filter by status, priority, assignee, due date, or tags simultaneously.
- Quickly analyze data: Table view provides totals, deadlines, and completion percentages alongside filtered tasks.
Example: Filtering by a specific assignee and due date shows only the tasks assigned to that person within the selected timeframe, while still displaying all relevant task details in a structured table.
3. Key Differences Between Kanban and Table Filters
| Feature | Kanban View | Table View |
|---|---|---|
| Layout | Columns based on status or category | Grid/list with multiple columns |
| Filter Effect | Hides tasks not matching filters but keeps Kanban columns | Hides tasks not matching filters, shows detailed task info in table |
| Best Use | Visual workflow, progress tracking, status overview | Detailed analysis, sorting, and reporting |
| Multi-Criteria Filters | Limited to key attributes (status, assignee, tag) | Supports multiple combined filters for in-depth review |
4. Benefits of Using Filters in Both Views
- Kanban: Helps teams focus on tasks in specific stages without losing visual workflow.
- Table: Provides detailed insights and makes it easy to manage large sets of tasks.
- Flexibility: Switch between views and apply the same filters to see information in different formats.
- Efficiency: Quickly locate tasks based on priority, assignee, project, or client.
5. Best Practices
- Use Kanban view for daily stand-ups, progress checks, and workflow visualization.
- Use Table view for detailed planning, reporting, and workload management.
- Apply filters consistently in both views to maintain clarity and focus.
- Combine filters with sorting to further prioritize tasks.
Quick Recap
- Filters in Kanban view focus on hiding irrelevant tasks while keeping the visual workflow intact.
- Filters in Table view provide a detailed, sortable list of tasks for analysis and reporting.
- Both views allow you to filter by assignee, status, project, client, or tags.
- Switching between views with filters helps manage work efficiently and make better decisions.
Need Help?
For guidance on applying filters in Kanban or Table views, combining filter criteria, or switching between views, visit WorkOwl Support or the Help Center in your dashboard.
WorkOwl’s flexible filtering system ensures you can view tasks in the way that suits your workflow best—whether visually in Kanban or analytically in Table view.