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Use advanced filters to refine workspace items

Use the advanced filters panel to narrow down workspace items by category, status, priority and due date range.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the advanced filters panel​

Select the advanced filters control in your workspace view to open the filters panel; it appears as a floating dropdown on top of your current list.

Open the advanced filters panel

Step 2: Filter items by category​

In the Categories section, choose one or more item types (such as tasks, meetings or milestones) to limit the list to only those categories.

Filter items by category

Step 3: Filter items by status​

In the Status section, select the workflow states you want to see (for example draft, in progress or completed) so that only items in those states are shown.

Filter items by status

Step 4: Filter items by priority​

In the Priority section, choose one or more priority levels (low, medium, high or urgent) to focus on work that matches those priorities.

Filter items by priority

Step 5: Set a due date range​

Use the From and To date pickers in the Due date section to show only items whose due dates fall within that range; the list updates to match your selection.

Set a due date range

Step 6: Apply and review filtered results​

Close the panel or click outside it to return to your workspace; the item list and any statistics reflect the filters you have chosen.

Apply and review filtered results

Step 7: Clear all applied filters​

Use the Clear filters option in the panel to remove all selections, reset the due date fields and return the workspace view to its default state.

Clear all applied filters

Last updated: 2026-08-08