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Filter workspace items

Use the filter panel to narrow down workspace items by type, assignee, status, and priority so you can focus on what matters most.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the filter panel​

Open the filter panel from your workspace (for example by selecting a Filter button or icon) to display the filtering options in a dialog.

Open the filter panel

Step 2: Choose item types to include​

In the filter dialog, tick or untick the checkboxes for item types such as tasks, deadlines, milestones, and meetings to include only those types in your view.

Choose item types to include

Step 3: Filter by assignee​

In the assignee section, tick the checkboxes for the team members whose items you want to see; untick anyone you want to exclude.

Filter by assignee

Step 4: Filter by status​

In the status section, use the checkboxes (for example, Not Started, In Progress, Completed) to show only items with the selected statuses.

Filter by status

Step 5: Filter by priority​

In the priority section, select one or more options such as High, Medium, or Low to focus on items with those priority levels.

Filter by priority

Step 6: Apply your filters​

Select the Apply button to confirm your choices; the dialog closes and your workspace list updates to show only items that match the selected filters.

Apply your filters

Step 7: Reset and clear all filters​

If you want to return to the full list, open the filter dialog again and select the Reset option; all filter selections are cleared and the dialog closes, showing all items.

Reset and clear all filters

Last updated: 2025-12-29