---
url: /guides/filter-sort-and-group-a-view.md
description: >-
  Show only the tasks you need, in the order and groups you want — worked
  through on one weekly view.
---

# Filter, sort and group a view

Filter a [view](/concepts/views), then sort and group it, when it shows more tasks than you can act on.
This guide builds one view you can open every Monday:

* **Filter**: open tasks due this week with **High** or **Urgent**
  [priority](/reference/task-fields);
* **Sort**: soonest due date first;
* **Group**: one group per list.

## Before you start

Pick a view that draws from several lists, such as a [folder view](/concepts/views) or a
[personal view](/guides/build-a-today-view): grouping by list needs more than one list. The steps
use a [List view](/reference/views-compared).

::: warning Edit access needed
A [shared view](/concepts/sharing) needs **Edit** access and a permission set that can update
views; see [Permissions and access](/reference/permissions-and-access).
:::

::: info Your teammates see the change
In a shared view the settings are saved for everyone who opens it; to keep them to yourself, use
a [personal view](/guides/build-a-today-view).
:::

## Filter by due date and priority

1. Click **Filter** (the funnel icon) in the header.
   The filter strip opens under the header.

2. Click **+ Rule**.
   A chip reading **Title = …** appears. **Save** and **Discard** appear on the right of the
   strip, **Save** greyed out.

3. Click the chip.
   Its editor opens with **Field**, **Operator** and **Value**.

4. In **Field**, pick **Due date**.

5. In **Operator**, pick **on or before / ≤**.

6. Next to **Value**, click **Relative**; the value becomes **Today**. Open it and pick
   **This week**.
   The chip reads `Due date <= This week`.

   ::: info This week includes overdue tasks
   A week runs Monday to Sunday in your **Time zone**, set in
   [**Settings** → **Notifications**](/guides/set-up-notifications) of the
   [workspace](/concepts/hierarchy) you own (if you own none, the first one you joined).
   **on or before** keeps overdue tasks
   too; to leave them out, pick **is**. More: [View filters](/reference/view-filters#relative-dates).
   :::

7. Repeat steps 2–5 for a **Priority** rule: **any of**, then pick **High** and **Urgent**.
   The chip reads `Priority: High, Urgent`.

8. Repeat them for a [**Stage**](/concepts/statuses) rule: **is not**, **Done**.
   The chip reads `Stage != Done`, and the header button reads **Filter · 3**.

9. Click **Save**.
   The view shows only tasks that match all three rules. The rules are joined by **AND**; for
   **OR** and nested groups, see [View filters](/reference/view-filters#rules-and-groups).

::: warning Save stays greyed out
A rule has no value yet. Point at **Save** to see why, then pick a value, or point at the empty
chip and click its **×** to remove it.
:::

![The filter strip of a List view with three rules joined by AND, Due date <= This week, Priority: High, Urgent and Stage != Done, before Save](/shots/guides/filter-sort-and-group-a-view-1.light.webp){.light-only}
![The filter strip of a List view with three rules joined by AND, Due date <= This week, Priority: High, Urgent and Stage != Done, before Save](/shots/guides/filter-sort-and-group-a-view-1.dark.webp){.dark-only}

## Sort by due date, then priority

1. Click **Sort · Manual** in the header.
   The **Sort** card opens: **Available** fields on the left, the active sort on the right with
   **Manual**, the order you drag tasks into.
2. Click **Due date** under **Available**.
   It joins the active sort below **Manual**, as **Asc**. The view doesn't change yet: **Manual**
   still comes first.
3. Click **Priority** under **Available**.
   It joins the sort below **Due date**, as **Asc**.
4. Click **Asc** on the **Priority** row.
   It switches to **Desc**, so **Urgent** will come before **High**.
5. Click **Remove** (the trash icon) on the **Manual** row.
   The view reorders: soonest due date first and, on the same day, **Urgent** first. The button
   reads **Sort · 2**.

::: info Manual order still breaks ties
Tasks with the same due date and priority keep your drag order. To put **Manual** back, click it
under **Available**. More: [View sorting](/reference/view-sorting#manual-order).
:::

::: info Each view type keeps its own sort
Switch this view to [Kanban](/reference/views-compared) and it shows the Kanban's own sort and grouping; your List settings
come back when you switch back. Details: [View sorting](/reference/view-sorting#sort-per-view-type).
:::

![The Sort card: Due date Asc, then Priority Desc in the active sort, and Manual back under Available](/shots/guides/filter-sort-and-group-a-view-2.light.webp){.light-only}
![The Sort card: Due date Asc, then Priority Desc in the active sort, and Manual back under Available](/shots/guides/filter-sort-and-group-a-view-2.dark.webp){.dark-only}

## Group by list

1. Click **Group by** (the grid icon next to **Sort**).
   A menu of fields opens, with **None** at the top.
2. Click **List**.
   The view splits into one group per list, each under a header with the list's name. Inside
   each group, tasks follow your sort. The button reads **Group · List**.

::: info Some fields appear only with their list feature on
**Priority**, **Assignee** and **Story points** show in the menu only when one of the view's lists
has that [list feature](/guides/set-up-a-list#turn-features-on-or-off) on. In a view whose source
is a folder or a workspace, they always show. Every groupable field:
[View grouping](/reference/view-grouping).
:::

![The finished List view: Group · List, Sort · 2 and Filter · 3 in the header, and the lists Admin and Clients as groups of High and Urgent tasks due this week, soonest first](/shots/guides/filter-sort-and-group-a-view-3.light.webp){.light-only}
![The finished List view: Group · List, Sort · 2 and Filter · 3 in the header, and the lists Admin and Clients as groups of High and Urgent tasks due this week, soonest first](/shots/guides/filter-sort-and-group-a-view-3.dark.webp){.dark-only}

## If it doesn't work

* **Save is greyed out.** A rule has no value. Pick one, or remove the rule; see
  [View filters](/reference/view-filters#save-discard-and-clear-all).
* **Your teammates see your filter.** View settings are shared. Build a
  [personal view](/guides/build-a-today-view) for your own filters.
* **There are no Group or Sort buttons on a list's page.** You have Read access to that list's
  view, so only **Filter** shows, read-only. Ask for Edit access; see
  [Permissions and access](/reference/permissions-and-access).
* **Your filter, sort or group change doesn't stick.** You have Read access to the view, or your
  permission set can't update views. Ask for Edit access; see
  [Permissions and access](/reference/permissions-and-access).
* **There is only a Tools button.** The header is narrow: all three buttons are inside
  **Tools**; see [View sorting](/reference/view-sorting#sort-button-labels).
* **Sorting by a field changes nothing.** **Manual** is still above it. Remove **Manual** or move
  the field above it; see [View sorting](/reference/view-sorting#manual-order).
* **Remove is greyed out on Manual.** In List and Kanban views **Manual** can't be removed while
  it is the only sort; add another field first. See
  [View sorting](/reference/view-sorting#manual-order).
* **A field is missing from the Group menu.** None of the view's lists has that field's feature
  on. Turn it on in [the list's features](/guides/set-up-a-list#turn-features-on-or-off).
* **Tags are not in the Group menu.** You can't group by tags. Filter by **Tags** instead; see
  [View filters](/reference/view-filters#filter-fields).
* **There is no Group or Sort button.** This view type has only **Filter**
  ([Views compared](/reference/views-compared)), or a running
  [GTD session](/guides/run-a-gtd-session) hides all three.

## Related

* [Views as lenses on tasks](/concepts/views): why a view changes what you see, not the tasks.
* [View filters](/reference/view-filters), [View sorting](/reference/view-sorting),
  [View grouping](/reference/view-grouping): every option, rule by rule.
* Today view: [Build your own Today view](/guides/build-a-today-view), a filter you open every
  morning.
