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  3. Classic Filtering

Custom Board Filter: Filter Projects/Tasks by Timeframe

 Important alert.001.png

On May 10, 2023, Classic Filtering will be deprecated and Enhanced Filtering will be enforced.

It is recommended to create and manage filters using the Enhanced Filtering functionality to ensure a seamless transition. For more information on how to transition, see Enhanced Filtering Strategies for Success.

 

Note: This feature is available to the following product editions: 
  • Starter
  • Standard
  • Premium

Board filters are a great way to keep your project board clean and organized by only showing you projects and tasks that meet predefined criteria. This article will show you how to filter your tasks according to when they start or are due, such as today, next week, or any other specified timeframe.

 

Creating a Board Filter

First things first, you will need to create a board filter. You can refer to this article if you need assistance on the process: Create Custom Filters. That article outlines the steps to create a generic board filter, and the timeframe options will be outlined below in this article.

 

Filter by Timeframe

For the purpose of this article, we will use an example where we will filter our tasks to see the ones that are due this week. You can then further adjust the filter criteria as necessary.

  1. In the All Work tab, in the left sidebar, click on the + icon next to Board Filters. 
  2. Select Board Filter. 
    select_board_filter__1___1_.png
  3. Select or Add Project Filter. Click into the field and select My Projects.

    Tip: You can select any other standard or custom project filter option in this section. Alternatively, you can also select the 'Do not apply a project filter' option to make the board filter be driven by task criteria. If the checkbox is checked, the project list in your left sidebar will filter automatically to display only those projects that contain tasks that meet the criteria.
  4. Select or Add Task Filter. Click into the field and select My Tasks (standard option).
  5. Below, click on Add Filter.
  6. In the New Filter Details box that appears, set the following:
    • Filter By = End Date

      Tip: For this field, you can also select Start Date if you would rather filter tasks based on when they start.
    • Operator = equals
    • Value = THIS_WEEK

      Note:  In this case, it is important that the value is entered in uppercase letters. In addition, this is where you would enter any other timeframe value (listed below) to filter tasks as necessary.
  7. Click Apply.
  8. In the Name Task Filter field, enter the name of the task filter.
  9. Name Board Filter. Enter a name for this board filter (i.e. "Tasks Due This Week").
  10. Click Save.

tasks_due_this_week.png

 

Timeframe Criteria Options

Here is the full list of all the criteria that can be used to filter tasks by timeframe. Remember, these values must be entered in uppercase letters in order for the board filters to work correctly.

YESTERDAY
TODAY
TOMORROW
LAST_WEEK
THIS_WEEK
NEXT_WEEK
LAST_MONTH
THIS_MONTH
NEXT_MONTH
LAST_90_DAYS
NEXT_90_DAYS
THIS_QUARTER
LAST_QUARTER
NEXT_QUARTER
THIS_YEAR
LAST_YEAR
NEXT_YEAR
THIS_FISCAL_QUARTER
LAST_FISCAL_QUARTER
NEXT_FISCAL_QUARTER
THIS_FISCAL_YEAR
LAST_FISCAL_YEAR
NEXT_FISCAL_YEAR