Saved views and filters

Build a filter once, save it, and share it with the people who need the same answer every morning.

3 min read

Build the filter

Filters combine conditions with AND and OR, and can nest one level. "Assignee is me AND (Priority is Urgent OR Due date is within 3 days)" is a normal filter, not an advanced one.

Save and share

  1. Set up the filter, grouping and sort you want.
  2. Click Save view and name it for the question it answers — "Blocked over 2 days", not "View 3".
  3. Choose Private or Shared. Shared views appear for everyone with access to the project.

Views across projects

From My work → New view you can filter across every project you can see. This is how you build "everything urgent, everywhere" without duplicating a single task.

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