Workspace owners can track team performance by creating and pinning up to three custom filters for quick access. By default, two filters are pinned: “All Tasks” (showing incomplete tasks) and “Due Today” (showing today’s and overdue tasks).

Additional filters can include options such as Teams (workspace-wide), Assignee (organization-wide), and Workflow (across all teams). Available options are outlined below:

To create a new workspace filter, follow the steps below:

• Navigate to the workspace dashboard where you’re a owner
• Click on the “Add Filter” icon, shown below:

• A filter popup will appear, allowing you to customize task views based on your requirements.

• Once you’ve completed all the requirements, you can save the filter.

• Selected filters in the grid will also be displayed in the filter dropdown list located towards the right side of the application.

You can assign a custom name to a newly created filter and select from a broad range of options within the search field to tailor task views more effectively. Additionally, you can pin the filter for quick access and assign a preferred icon, which will be displayed on the team board, replacing the default icon.

How to Pin a filter position:

• Click the “Pin to Board” icon in the filter pop-up, then select the desired position, shown below:

• “The pinned filter will appear on the Workspace board according to the designated pin position.

   

As the filter owner, you have the option to delete the filter. You can also make it private, meaning it will be visible only to you:

Additionally, filters can be cloned easily by clicking the clone icon located in the top-right corner:

“While the positions of default filters are fixed, newly added filters can be pinned or moved to the Workspace board. Default filters allow customization through options such as date range and incomplete tasks, but their names cannot be changed. In contrast, custom filters can be named and fully customized based on the available options.