Saved filter views let you create customized task lists for specific workflows, such as tracking tasks due this week, managing review-stage items, or monitoring client-specific work. This can help your firm stay on top of deadlines, delegate effectively, and reduce time spent navigating the task lis
Required Plan, License, and Permissions
Available for users with access to the Tasks feature. Permissions to view and manage tasks are required.
Table of Contents
Create and Save a Filtered Task List
Click the Work tab in the global navigation bar, then select Tasks List from the menu.
In the task list, click a column header to filter by that column.
Select filter values or conditions, then click Apply.
Once one or more filters are applied, click Save Filter.
Select Save as new filter view to create a new saved list.
Enter a name for the saved task list, then click Save.
Change Columns in a Saved Task List
You can choose which columns appear in the task list.
Steps:
In the Task List, click Customize Task List icon.
Select the Task List you want to customize.
Check the Task attributes you want to display; uncheck to hide them.
Choose whether to show the Start date or Due date columns.
(Optional) To add custom date columns:
Enter your search in the text box.
Select the date types to add them to the Date Columns box.
Click Done.
Click Save and close to apply your changes.
You can repeat steps 4–8 for other filter views before saving.
Be sure to click Save and close when finished; otherwise, your changes will not be applied.
Note: Custom date types need to be created before you can add them as a column to a task list view. To learn how to create a custom date type, click here!
Customize and Mange Task List Views
Click Customize task list icon in the Tasks List.
Navigate to the Reorder Filter Views tab.
Filter View Options
Drag & Drop – To reorder the task lists.
Rename – Change the list name.
Share list – Share with other team members.
Hide filter view – Make the list invisible.
Duplicate – Create a copy.
Delete – Permanently remove the list.
Click Save and Close when finished.
Manage Task Tags & Client Tags
Task tags and Client tags can now be managed from the task list.
👉 View this article to learn more.
Troubleshooting
Saved filter option not visible? Ensure you have at least one filter applied before trying to save.
Can’t find your saved view? Check if the filter view is hidden in the Reorder filter views tab.
Custom date not available? Create it first in a task template or directly on a task before adding to the saved list.
Summary
Saved filter views in the Tasks List let you create and reuse tailored views for your specific workflows, improving efficiency and helping you stay focused on high-priority work.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.