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Filter workspace items

Use the workspace filter bar to narrow down tasks, meetings, and milestones by type, assignee, status, priority, and hire stage.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the workspace filters​

At the top of the workspace view, locate the filter bar with the filter icon; this shows how many filters are currently applied.

Open the workspace filters

Step 2: Filter by item type​

Open the "Type" dropdown and select one or more item types, such as Task, Deadline, Milestone, Meeting, or any lifecycle types configured for your project.

Filter by item type

Step 3: Filter by assignee​

Use the "Assignee" dropdown to select one or more team members so that only items assigned to those people are shown.

Filter by assignee

Step 4: Filter by status​

Open the "Status" dropdown and choose one or more statuses from the configured status list to focus on items in specific states.

Filter by status

Step 5: Filter by priority​

Use the "Priority" filter to select High, Medium, or Low priority so that only items with the chosen importance level are displayed.

Filter by priority

Step 6: Filter by hire stage​

If a lifecycle configuration is available, open the "Hire stage" dropdown and choose one or more stages to see only items in those stages.

Filter by hire stage

Step 7: Review active filters​

Check the badges in the filter bar to see which filters are active and confirm that the workspace list has been narrowed to match your selections.

Review active filters

Step 8: Clear filters​

Use the clear option in the filter bar to remove your selections and return to the full list of workspace items.

Clear filters

Last updated: 2026-09-03