Skip to main content

Filter tasks by status, priority and type

Use the filter dialog to narrow down visible tasks by status, priority and category/type, so you can focus on the most relevant work.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the filter dialog​

Open the task list view and click the filter button or icon to display the filter dialog.

Step 2: Choose task status filters​

In the Status section, tick or untick options such as open, in_progress, completed and overdue to include or exclude tasks with those statuses.

Step 3: Choose task priority filters​

In the Priority section, tick or untick priority levels such as high, medium and low to show only tasks with the selected priorities.

Step 4: Choose task type or category filters​

In the Category or Type section, tick or untick options such as task, deadline, milestone and meeting to focus on specific kinds of work.

Step 5: Filter by assignee (if available)​

In the Assignee section, tick or untick people’s names to show only tasks assigned to selected team members.

Step 6: Apply the selected filters​

Click the Apply button to confirm your selections; the dialog closes and the task list refreshes to show only tasks matching the chosen filters.

Step 7: Reset and clear all filters​

If you want to return to the full, unfiltered task list, open the filter dialog again and click the Reset button; all filter options are cleared and the full list is shown.

Last updated: 2025-12-08