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Filtering decides which tasks you see. Sorting decides what order they come in. Grouping decides which column they sit in.

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Filter the board

The project Board tab has a Filter button in its toolbar. Click it to open a popover with three groups of checkboxes. The rules are the same in each group:
  • Tick nothing in a group and that group is not filtering at all.
  • Tick several boxes in a group and they combine with OR – a task matching any of them is kept.
  • Groups combine with AND – a task must satisfy every group that has something ticked.
So ticking Sarah Lin and Jonas Bergman under Assignee, and Urgent under Priority, shows urgent tasks belonging to Sarah or Jonas.

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Active filter chips

Every ticked choice also appears as a chip below the toolbar. Click a chip’s X to drop that one condition without opening the popover.

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Reset filters

The Reset filters button at the bottom of the popover clears all three groups at once. It is disabled when nothing is filtering.

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The count badge

When a filter is active, the Filter button turns solid and carries a number – the total ticked boxes across all three groups. The toolbar’s Search box matches task titles, ignoring letter case. It narrows the card set before grouping, so column counts always match what you can see. Search and filters combine. A card has to pass both.
Search matches titles only. It does not look inside descriptions, comments or attachments. For that, use the workspace-wide search.

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Sort

The Sort dropdown sets the card order inside each column. Manual order is stored per section, so it survives reloads and is the same for everyone.

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Group

Group decides what a column is. It is a different question from filtering, but they work together.

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Filter conditions in depth

Behind the checkboxes, a filter is a list of conditions. Each condition names a field, an operator and a value. This matters when you save a view, and it is the same shape the report builder uses.

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Operators

List fields behave the way you would expect. A person in both the Design and Engineering groups still matches “group = Design”, and “tag contains Rework” matches a task with Rework among several tags.

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AND, OR and exclude

A filter is built from groups of conditions:
  • Conditions inside one group combine with OR.
  • Groups combine with AND.
  • Any single condition can be marked exclude, which flips that one condition’s result before it joins its group.
Read as a sentence: (this OR that) AND (something else OR another thing), with any individual clause optionally negated. A filter with no conditions matches every task, so an empty saved view is the unfiltered list. A condition the product cannot understand matches nothing rather than breaking the board – a damaged filter shows an empty list, never an error page.

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Fields available on a task filter

The board’s own controls cover assignee, priority and section. A saved expression can also name other task fields, including: For reporting across projects and people, use the report builder, which exposes the same operators with a full field picker. See /reports/report-filters.

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Filter your own task list

The Tasks page has two narrowing controls of its own: Clearing the Whose tasks picker returns to your own work, rather than going blank.

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Example

Priya Raman is preparing Monday’s stand-up for Bluebird Coffee – Website Redesign. She opens the Board tab and sets Group to Section. In the Filter popover she ticks Sarah Lin and Jonas Bergman under Assignee, and Urgent and High under Priority. The Filter button shows 4, and four chips appear below the toolbar. The board now shows urgent or high work belonging to Sarah or Jonas. She sets Sort to Priority so the most pressing card is at the top of each column, and turns off Show recorded time in Display to keep the cards clean. After the stand-up she clicks Reset filters and the whole board comes back.

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Permissions

Filtering and sorting change what you see. They never widen what you are allowed to see. A person who cannot view others has no Whose tasks picker at all, and the filter is pinned to them on the server – a hand-built request cannot widen it.

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Common questions

No. Filters, search, sort, grouping and display choices are yours alone.
Board filters and search are for the session you are in. Save a filter you use often as a view – see /tasks/saved-filters.
The board’s Filter popover covers assignee, priority and section. For tag-based questions across projects, use a report – /reports/report-filters.
Ticking any Assignee box means “one of these people”. An unassigned task matches nobody. Untick the assignees, or group by Assignee and look in the Unassigned column.
No. Board search matches task titles.

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Troubleshooting

A filter or search is probably active. Look for the number on the Filter button and the chips underneath, then click Reset filters.
Nothing is filtering. If cards are still missing, clear the Search box, which is a separate control.
A condition it depends on may no longer exist – a deleted section or a person who has left. Rebuild the filter from the current choices.
Tasks with no estimate have no value to sort by. Sort by Manual or Priority when the list is mostly unestimated.

Saved filters

Keep a filter and re-apply it in one click.

Task views

List, board and the day view.

Report filters

The same operators, across the whole workspace.

Supervision scope

Why a filter cannot widen what you see.

Task fields

The fields you can filter on.