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Filter, search and sort items in the workspace

Use presets, search and advanced filters to quickly find and organise items in the workspace.

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 load a tailored view of your workspace items.

Choose a workspace preset

Type keywords into the search box to filter the current list by item name or related text as you type.

Refine items with search

Step 3: Apply advanced filters​

Open the advanced filters panel to adjust detailed options such as item type, handover direction and other workspace filters, then apply them to update the list.

Apply advanced filters

Step 4: Filter automated runs​

Use the automated runs toggle to include or exclude items that are created or updated by automation, narrowing the list to the work you want to review.

Filter automated runs

Step 5: Sort items by urgency, dates or name​

Open the sort menu and choose an option such as Urgency, Due Date or Name to reorder the workspace list and bring the most relevant items to the top.

Sort items by urgency, dates or name

Step 6: Review workspace statistics​

Check the workspace statistics summary to see total items and counts by category, helping you understand workload and progress at a glance.

Review workspace statistics

Step 7: Clear all filters​

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

Clear all filters

Last updated: 2026-08-08