Tasks and Daily Planning

Build a view that thinks like you do

Combine rules without writing code.

Start with a question

Choose Custom filter in your workspace. For example: show tasks where Priority is high AND Status is to do. Choose a field, comparison and value for each rule.

Match two rules with AND Example
Custom filter builder with AND selected: Status equal To do and Priority equal High, each with Field, Comparison and Value controls.
Choose Custom filter, then set Status to To do and Priority to High. With AND selected, both rules must match. Apply filter shows the matching tasks without saving a sidebar view. View full-size screenshot

Use AND and OR

AND requires every rule to match. OR requires at least one. Add a group for a combination such as Status is to do AND (Category contains Client OR Priority is high). Date rules use the workspace’s timezone.

Keep either choice inside an OR group Example
An outer AND group combines Status equal To do with an indented OR group: Category contains Client or Priority equal High.
Use Add group, add the Category and Priority rules inside it, and select OR for that group. Keep AND at the outer level: tasks must be To do and must either contain Client in their category or have High priority. View full-size screenshot

Save it for later

Choose Save as view and give the filter a useful name. Saved views appear in the sidebar. You can save up to twenty views per workspace and delete them when they stop being useful.

Return to your saved view Example
Your little views sidebar with Client or urgent selected, a delete cross beside it and Make a view of your own below.
Enter a name such as Client or urgent in the filter builder and choose Save as view. Select the saved name in the sidebar to use those rules again. The cross removes the view, not its tasks. This example uses fictional demo data. View full-size screenshot

Know what you are seeing

Search and your chosen view work together. Clear search to see the full view. Tasks load in pages of one hundred. A saved filter never grants access to a different account or another customer’s tasks.

One thoughtful step at a time.Try it in the demo