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Filter workspace items by category, assignee, status, and priority

Use the filter bar to narrow down workspace items by category, assigned team member, status, and priority so you can focus on the most relevant work.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the filter bar

Locate the filter bar at the top of the workspace list; it displays filter buttons such as Category, Assignee, Status, and Priority, each showing how many filters are currently applied.

Open the filter bar

Step 2: Choose a filter type

Select one of the filter buttons (for example, Status or Priority) to open its dropdown and view the available options.

Choose a filter type

Step 3: Search within a filter (where available)

In dropdowns that support search (such as Assignee), type part of a name or label into the search box to quickly narrow the list of options.

Search within a filter (where available)

Step 4: Select one or more filter options

Click an option in the dropdown to toggle it on or off; selected options show a tick, and multiple options can be active at the same time for each filter type.

Select one or more filter options

Step 5: Review active filters

Check the filter badges and counts in the filter bar to see which filters are currently applied to the workspace items.

Review active filters

Step 6: Clear individual filters

Reopen any filter dropdown and deselect its options to remove those filters and immediately update the visible workspace items.

Clear individual filters

Step 7: Close filter dropdowns

Click anywhere outside an open dropdown to close it; your current selections remain applied to the workspace items.

Close filter dropdowns


Last updated: 2026-02-02