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Filter, search and sort workspace items

Use the workspace filter bar to quickly narrow down items, switch presets, search by name and sort by urgency or due date.

Audience

This guide is designed for project manager.

Steps​

Step 1: Choose a workspace preset​

Select a preset such as All Items, My Items or Due This Week from the preset dropdown to quickly apply a standard set of filters to your workspace list.

Choose a workspace preset

Step 2: Search for items by name or keyword​

Enter a word or phrase into the search box to instantly filter the workspace list to items whose titles or details match your query.

Search for items by name or keyword

Step 3: Apply handover direction filters​

Use the handover direction filter control to focus on items moving into or out of your team, so you can review only relevant handover activities.

Apply handover direction filters

Step 4: Open advanced filters​

Click the filters icon to open advanced filtering options and refine the list further by item category, status, priority or other available properties.

Open advanced filters

Step 5: Sort items by urgency, due date or name​

Use the sort control to order items by urgency, earliest or latest due date, highest priority, A–Z or Z–A name order, or by last updated time.

Sort items by urgency, due date or name

Step 6: Toggle automated runs visibility​

Use the automated runs toggle to show or hide items generated by automation, so you can focus either on automated workflows or on manually managed items.

Toggle automated runs visibility

Step 7: Clear all applied filters​

Use the clear filters action to reset the search, presets and advanced filters, returning the workspace list to its default unfiltered view.

Clear all applied filters

Last updated: 2026-06-16