Filter and sort workspace paperwork
Use the workspace filter bar to search, filter, and sort paperwork so you can focus on the most relevant work.
This guide is designed for project manager.
Steps
Step 1: Open the workspace view
Go to your main workspace view where your paperwork list is shown; the filter bar appears at the top of the list.
Step 2: Choose a preset to focus your view
Use the preset menu (for example Everything, Mine, Due this week, or Overdue or delayed) to quickly change which paperwork is shown.
Step 3: Search by paperwork name or keyword
Type into the search box with the magnifying glass icon to find paperwork by title or other text, and see the list update as you type.
Step 4: Apply advanced filters
Open the advanced filters panel (sliders icon) to refine the list further, for example by status, type, or other workspace-specific options.
Step 5: Filter by handover direction
Use the handover direction filter to show paperwork that you owe to others, paperwork others owe to you, or both.
Step 6: Sort paperwork by urgency, dates, or name
Use the sort control to order the list by urgency, due date, priority, name, or last updated so the most important work appears first.
Step 7: Switch between saved views
Click a saved view chip in the bar to load its preset combination of filters and sorting for quick access to common views.
Step 8: Clear all filters and return to a broad view
Use the clear filters option (X icon) to remove all active filters and return to a wider view of your workspace paperwork.
Step 9: Show or hide automated runs
Toggle the automated runs option (robot icon) to include or exclude automatically generated work from your current view.
Last updated: 2026-08-31