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BOARD Guide 7 of 10

Filters and presets

Filters narrow the board to the tasks you want to see. Save a filter you use often as a preset.

Matches the live app1 min readUpdated Oct 20, 2026
Filter tasks
FIG 1The filter panel. Save Filter turns it into a preset.

01Filter the board#

Click the filter button in the top bar. You can filter by:

Filters combine, so High priority plus Assigned to Jordan shows only Jordan's high-priority tasks. The green chip at the top of the panel shows how many tasks match. Click its × to clear the filter.

02Filters are temporary#

A filter lasts until you clear it or reload the page, so you never come back to a board that looks half empty.

Good to know Presets are the exception: they are saved to your account, for that board.

03Save a preset#

  1. Set up a filter you use often.
  2. Click + Save Filter and give it a name.
  3. Next time, pick the preset to apply it in one click.
Tip To see one person's work fast, click their avatar in the top bar. See Quick search.
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