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Manage workspace filters in the Filter Bar

Use the Filter Bar to narrow down workspace items by category, assignee, status, priority and hire stage.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the Filter Bar

Locate the Filter Bar at the top of your workspace list, identified by the filter icon and filter labels such as Category, Assignee, Status, Priority and Hire stage (when available).

Open the Filter Bar

Step 2: Open a filter dropdown

Click on a filter label, such as Status or Priority, to open its dropdown and view the available options for that filter.

Open a filter dropdown

Step 3: Search within filter options

For filters that support search (such as Assignee), start typing in the search field at the top of the dropdown to quickly find a specific option.

Search within filter options

Step 4: Select or deselect filter options

Click an option in the dropdown to select it; click it again to deselect it, allowing you to combine multiple selections within the same filter category.

Select or deselect filter options

Step 5: Apply multiple filters together

Repeat the process across different filter labels (for example, Status, Priority and Assignee) to refine the workspace list using several filters at the same time.

Apply multiple filters together

Step 6: Review active filters

Check the Filter Bar for visual indicators, such as highlighted filter labels or badges, showing which filters are currently applied to your workspace items.

Review active filters

Step 7: Clear individual filters

Reopen a filter dropdown and deselect all options within that filter to remove its effect from the workspace list.

Clear individual filters

Step 8: Close filter dropdowns

Click anywhere outside an open filter dropdown to close it without changing your current selections.

Close filter dropdowns


Last updated: 2026-07-16