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Choose and apply filters using chips and saved views

Use the filter chip bar to switch between preset filters and saved views so you can quickly focus on the most relevant items.

Audience

This guide is designed for project manager.

Steps

Step 1: Identify the filter chip bar

Locate the row of pill-shaped filter chips at the top of the list or board, labelled with an accessible group name that explains what is being filtered.

Identify the filter chip bar

Step 2: Review available preset filters

Scan the preset chips to see the available filter options, each showing a clear noun label and, where available, a count of matching items beside the label.

Review available preset filters

Step 3: Select a preset filter

Click a preset chip to make it active; the chip will change appearance to stand out, and the list or board updates to show only items that match that filter.

Select a preset filter

Step 4: Switch between filters

Move between chips to compare different filtered views; if the bar is configured as tabs, you can also use the arrow keys to move focus and Enter or Space to select.

Switch between filters

Step 5: Use saved views when available

If saved views are configured, find them after the divider; these appear as dashed, differently coloured chips that you can select to apply a stored combination of filters.

Use saved views when available

Step 6: Confirm the active filter or view

Check which chip is highlighted as active so you always know which filter or saved view is currently shaping the items you see.

Confirm the active filter or view


Last updated: 2026-08-31