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Filter and sort workspace items

Use the workspace filter bar to quickly find, filter, and sort items so you can focus on the most relevant work.

Audience

This guide is designed for project manager.

Steps​

Step 1: Choose a workspace view preset​

Select a preset such as All Items, My Items, or Due This Week from the preset dropdown to instantly change which items are shown in the workspace list.

Choose a workspace view preset

Step 2: Search for items by name or keyword​

Type a word or phrase into the search box to narrow the workspace list to items whose titles or details match your query.

Search for items by name or keyword

Step 3: Apply advanced filters​

Open the advanced filters panel to refine results by category, status, handover direction, and other options, then apply the filters to update the list.

Apply advanced filters

Step 4: Toggle automated runs​

Use the automated runs toggle to include or exclude items that are generated or updated automatically from the workspace view.

Toggle automated runs

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

Open the sort menu and choose an option such as Urgency, Due Date, or Last Updated to reorder the workspace items accordingly.

Sort items by urgency, due date, or other fields

Step 6: Review counts by item type​

Check the item statistics area to see totals by category, such as tasks, meetings, milestones, or automated items, to understand your workload at a glance.

Review counts by item type

Use the clear filters control to reset the preset, search query, and advanced filters so the full set of workspace items is visible again.

Clear all filters and search

Last updated: 2026-07-08