Filter

Create simple filters in seconds, or build more complex logic when you need it.

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Key benefits and use cases

Filters help you focus on what matters by narrowing down lists based on specific criteria.

• Quickly find the right tasks by showing only tasks due this week.
• Find specific tasks across all projects for a particular customer.
• Filter by a range of criteria such as users, teams, and custom fields.
• Combine conditions to get highly specific results.

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Applying filters

Task filters in views

Task filters are saved as Ansichten and can be accessed via Ansichten in the side menu. In the sidebar, you can create new task filters, search for them, organize them, and share them with other users or your entire workspace with read or edit permissions.

Default filters

The first section in the Ansichten sidebar contains your default filters (Neue Aufgaben, Meine Aufgaben, Private Aufgaben).

• Neue Aufgaben:
  Shows all tasks assigned to you in the last 7 days that aren't completed.
• Meine Aufgaben:
  Shows all tasks assigned to you.
  Tasks from projects with the status "Not started," "Blocked," or "Done" are excluded.
• Private Aufgaben:
  Shows all your private tasks.

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Creating a task filter (view)

Create a task filter from the Ansichten sidebar. It starts as an empty draft that you can fill using Schnellfilter or the Erweitert modal.

Creating a new draft view

1. Go to Ansichten in the side menu.
2. Click the + button in the Filter section of the Ansichten sidebar.
3. Add criteria using Schnellfilter or Erweitert.

1. Click Speichern in the filter bar at the top right, then select Als neu speichern.
2. Name the task filter and press ENTER or click outside the pop-up.

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Using Schnellfilter

Schnellfilter are the fastest way to filter data directly on a page.

• They appear as badges in the filter bar.
• They are always combined using AND.
• Advanced criteria appear as an "Erweiterter Filter" badge when they can no longer be displayed as Schnellfilter badges.
• Available options vary by page and may be fewer than those in the advanced filter modal.

Schnellfilter are available on:

• Task filters (Ansichten)
• Project overview
• User overview
• Customer overview

Applying Schnellfilter

1. Open a supported overview page (for example, projects) or a task filter (view).
2. Click + Filtern nach.
3. Select one or more properties as fields.
4. Click outside the pop-up to apply them.
5. View the results immediately.

Saving a Schnellfilter configuration

1. Make changes until the Ungespeicherte Änderungen indicator appears.
2. Click Filter speichern/laden.
3. Save the changes to the current filter, if one is loaded, or save them as a new filter.
4. Enter a name and click outside the pop-up to confirm.

Loading a saved filter on overview pages

This applies to project, user, and customer overview pages.

1. Click Filter speichern/laden in the filter bar.
2. Select a saved filter from the list.

Removing a loaded filter on overview pages

To remove a loaded filter from an overview page, click the X button at the far right of the filter bar.

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Using advanced filters

Advanced filters let you create more complex logic. You can open the modal from any view where filtering is available by clicking Erweiterter Filter (if the filter bar is visible).

You can:

• Combine multiple conditions
• Use AND/OR logic
• Use operators such as Ist, Ist nicht, and Enhält
• Group conditions into filter groups
• Create a filter with the help of AI

Creating an advanced filter

1. Click Erweiterter Filter. If the filter bar isn't visible, enable it using the funnel icon at the top right, Filter einblenden.
2. Click + Filter hinzufügen and select or search for a property.
3. Enter a value or select an item from the pop-up.
4. Click outside the pop-up to confirm.
5. Adjust the operator (for example, change Ist to Ist nicht or Enhält).
6. Add as many filters as you like.
7. If you have two or more filters in a filter group, switch between UND and ODER.
8. Click Anwenden to apply your changes.
9. Click Speichern to update the filter or save it as a new one.

Using connectors (UND / ODER)

Connect segments using:

• UND → All conditions must be met.
• ODER → At least one condition must be met.

Using filter groups (parentheses)

Group segments in parentheses to control the logic.

Example:

• (Status = "In Bearbeitung" OR Status = "Review")
• AND Zugewiesen an = Ich

This lets you create complex structures without making them hard to follow.

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Filter components (filter bar, segments, and groups)

Filter bar

You can show or hide the filter bar using the filter button in the action bar. It's available for task filters and on the project, customer, and user overview pages.

The filter bar lets you:

• Add or remove Schnellfilter
• Open the advanced filter
• Save changes
• Discard local changes

Filter segments

Each filter consists of segments.

Examples:

• Status is "In Bearbeitung"
• Due date before tomorrow

Filter groups

To group filters, use filter groups.

1. Click + Filtergruppe hinzufügen
2. Add the filters you want
3. Click the connector to change the relationship
4. To delete an entire filter group, hover over the group on the right until a red X appears, then click it

Local changes to a filter

You can make local changes to a filter at any time, including shared filters, if you need a specific configuration.

• Discard local changes using the rotating arrow icon in the filter bar: Änderungen zurücksetzen
• Save changes to the filter if you have permission

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Available filter options and operators

Available filter options

Depending on where you use filters, you can filter by:

• Tasks
• Projects
• Users
• Customers

Operators explained

Operators define how a filter works. Common operators include:

• Ist / ist nicht → Exact match
• Enthält / enthält nicht → Text-based comparison
• Ist gesetzt / ist nicht gesetzt → Checks whether a value is present
• Vor / nach / zwischen → Date-based filters

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How to save filters

You can save filters to reuse them later.

Available actions:

• Save a new filter
• Update an existing filter
• Duplicate a filter
• Delete a filter

To access saved filters:

• Open the filter menu
• Select a filter from your list of saved filters

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How to share task filters

You can share advanced task filters with other users, teams, or your entire workspace.

1. Click a filter's three-dot menu and select Teilen
2. Add users or teams in the pop-up and set their permissions

Permissions include:

• Zugriff anzeigen: Users can only view the filter
• Zugriff verwalten: Users can edit and save the filter. Changes apply to everyone who has access.

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How to use filters in dashboard widgets

You can add task and project filters as widgets to your dashboard in the Home-Bereich.

1. Open edit mode, then click + Widget
2. Select Liste von Projekten or Liste von Aufgaben
3. Name the widget and select an existing filter, or create a new one using + Filter erstellen

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Tips and limitations

• Start simple with quick filters, then refine them
• Use groups (parentheses) to control complex logic
• Save frequently used filters to save time
• Use "ist nicht" and "nicht gesetzt" to exclude results
• Review results before saving

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FAQ

Where can I use quick filters?

Quick filters are available in task filters (views), the project overview, the user overview, and the customer overview.

Why is the filter icon blue, but I can't see the filter bar?

If the filter bar is hidden but the filter icon is blue, it means a filter is active.

Can I share any filter with my workspace?

Only task filters can be shared with other users, teams, or the entire workspace.

What's the difference between archiving and deleting a filter?

Archived filters are moved to Archivierte Filter and can be restored later. Deleted filters can't be restored.

Why can't I edit an archived filter?

You can't make changes to an archived filter. You must restore it first.

Why am I not seeing any results?

The conditions may be too restrictive. Remove one segment at a time and try again.

Why can't I edit a segment?

Some properties must be removed and added again before you can change them.