How to Use Filters in Projects and Task Views

  • Updated: November 8, 2025
  • Topic: Filters & Search

With WorkOwl, you can use filters to organize tasks and projects in a way that helps you focus on what matters most. Filters allow you to sort and view tasks based on status, priority, assignee, project, and other criteria, making project management more efficient.

1. Understanding Filters in Projects and Tasks

Filters help you display only the tasks or projects that meet specific criteria. Common filter options include:

  • Task Status: To Do, In Progress, Under Review, Completed
  • Priority: Low, Medium, High, Urgent
  • Assignee: Focus on tasks assigned to a specific team member
  • Due Dates: Filter by tasks due today, this week, or within a custom date range
  • Project or Client: Narrow your view to a specific project or client
  • Tags or Labels: Filter by custom categories to organize related tasks

Using filters reduces clutter and helps you focus on immediate priorities.

2. Applying Filters in Task Views

To filter tasks within a project:

  1. Open the project where you want to filter tasks.
  2. Click the Filter button at the top of the task list.
  3. Select the criteria you want to apply (status, priority, assignee, etc.).
  4. The task list updates automatically to show only the tasks that match your filter.

You can apply multiple filters simultaneously for more targeted results.

3. Applying Filters in Project Views

Filters can also be applied to see only the projects that are relevant:

  1. Go to the Projects dashboard.
  2. Click Filter at the top of the project list.
  3. Choose your filter criteria, such as project status, client, or assigned manager.
  4. The project list will update to reflect your selection.

This helps managers quickly see which projects need attention or which are on track.

4. Combining Filters for Precision

WorkOwl allows combining multiple filter criteria for more detailed insights:

  • Example: Show all high-priority tasks assigned to John in Project X that are due this week.
  • Example: Display all active projects for a specific client to monitor workload and deadlines.

Combined filters give you a clear picture of current priorities and potential bottlenecks.

5. Benefits of Using Filters

  • Focus on What Matters: Quickly see urgent or high-priority tasks.
  • Save Time: Reduce manual searching and scrolling.
  • Stay Organized: Keep tasks and projects structured according to your workflow.
  • Improve Planning: Identify which tasks or projects need immediate attention.

6. Best Practices

  • Apply filters at the start of each day or week to prioritize work.
  • Combine filters with task views such as Kanban, Table, or Timeline for better context.
  • Use saved views for frequently used filter combinations to save time.
  • Encourage your team to use filters consistently to maintain alignment.

Quick Recap

  • Filters allow you to display tasks and projects based on status, priority, assignee, due dates, project, client, or tags.
  • Apply filters in both Task Views and Project Views for a focused overview.
  • Combine multiple filters to target specific work items.
  • Use filters regularly to prioritize, organize, and plan work efficiently.

Need Help?

For guidance on applying filters, combining criteria, or saving custom views, visit WorkOwl Support or the Help Center in your dashboard.

WorkOwl’s filters help you find the right tasks and projects fast—keeping your workflow organized and your team productive.

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