View filters

This page lists every field, operator and relative date a view's filter offers, in every view type, and how rules combine. Click Filter in the view's header to open the filter strip under it; every rule is a chip there. The steps to build a filter are in Filter, sort and group a view. Sorting and grouping have their own pages: View sorting, View grouping.

Filter button states

The Filter button is in the header of every view type. A running GTD session hides it, and so does a Scrum Poker session while the session or its summary is on screen.

Header shows	Meaning
the funnel icon alone, gray	the view has no filter
the funnel icon alone, blue	a filter is set, in a narrow header; the tip reads Filter · 3
the funnel icon, blue and filled	the strip is open
Filter · 3	three rules, counting the rules inside groups; while the strip is open, the number follows your unsaved edits
Hide filter as the button's tip	the strip is open; click to close it, and the filter stays
Tools → Filter	a narrow window folds Group, Sort and Filter into one menu (not in Feed, Relations, Dashboard V2 or Scrum Poker's Task Queue before a session starts, where Filter stays a button of its own)

Filter fields

The Field picker lists the fields alphabetically. On a list's own page, List and Workspace are left out: the list already fixes both.

Field	Kind	Value you pick	Used in
Assignee	person	a member, or Me (current user)	Assign and watch tasks
Author	person	a member, or Me (current user): who created the task	See what changed in a task
Completed	date	a date or a relative date: when the task was marked done	Create and edit tasks
Created	date	a date or a relative date: when the task was created	See what changed in a task
Description	text	words to look for	Write a task description
Due date	date	a date or a relative date	Build your own Today view
Estimate	duration	typed like 1h 30m	Track time on a task
List	list	lists from a folder tree	Organize folders and lists
Parent Task	task	a task, found by its title	Break a task down with subtasks
Priority	choice	None, Low, Normal, High, Urgent	Task fields
Stage	choice	Not started, Active, Done	Statuses and status templates
Start date	date	a date or a relative date	Plan on the timeline and the calendar
Status	status	statuses from a folder → list → status tree	Statuses and status templates
Story points	number	a number	Estimate with Scrum Poker
Tags	tag	tags, shown with their colors	Tag tasks
Task number	text	a key or part of one, such as BT-	Task IDs and series
Title	text	words to look for	Create and edit tasks
Tracked	duration	typed like 1h 30m	Track time on a task
Updated	date	a date or a relative date: when the task last changed	See what changed in a task
Updated by	person	a member, or Me (current user): who changed the task last	See what changed in a task
Watchers	person	a member, or Me (current user)	Assign and watch tasks
Workspace	workspace	one of your workspaces	Personal and work tasks in one place

A new rule starts as Title, is, with no value: its chip reads Title = ….

Operators by field kind

Kind	Operators offered
text	is, is not, contains, starts with, ends with, doesn't contain, is empty, is set, any of, none of
choice, status	is, is not, any of, none of
date	is, is not, before / less than, after / greater than, on or before / ≤, on or after / ≥, between, not between, is empty, is set
number, duration	the same as date
person, list, workspace, tag, task	is, is not, any of, none of, is empty, is set

For any of and none of on a text field, type whole values separated by commas. A task matches only when the field equals one of them exactly, capitals included. For Task number:

BT-0042, BT-0043

Operator matches and chips

Each rule shows on the strip as a chip. The chip uses a short form of the operator.

Operator	Matches	Chip reads
is	exactly this value; for Tags and Watchers, tasks that have it among theirs	Assignee = Me (current user)
is not	every other task	Stage != Done
any of	one of the values you pick	Priority: High, Urgent
none of	none of the values you pick	Priority not in: None, Low
contains	text that includes the value	Title contains "invoice"
doesn't contain	text that doesn't include it	Title not contains "draft"
starts with	text that begins with it	Task number starts with "BT-"
ends with	text that ends with it	Title ends with "?"
before / less than	an earlier date or a smaller number	Due date < Today
after / greater than	a later date or a larger number	Story points > 5
on or before / ≤	the value or anything earlier or smaller	Due date <= This week
on or after / ≥	the value or anything later or larger	Created >= Last week
between	from the first value (From) through the second (To), both included	Due date between Today — Next week
not between	anything outside that range	Due date not between Today — Next week
is empty	no value	Due date is empty
is set	any value	Assignee is set

A chip with more than two values names two and counts the rest: Tags: @errands, @phone, +1 more.

contains, doesn't contain, starts with and ends with ignore capitals. is, is not, any of and none of match the text exactly.

Relative dates

A date value is either a fixed date or a relative one. Next to Value, click Relative or Date to switch. A relative date moves with the calendar, so a saved view stays current.

Pick	Window it stands for
Today, Tomorrow, Yesterday	that day
This week, Next week, Last week	Monday through Sunday
This month, Next month, Last month	the calendar month
Minutes, Hours, Days, Weeks, Months (under Custom)	the whole minute, hour, day, week or month that many units away

A Custom value is a unit and an Offset from -120 to 120. The units are:

• Minutes
• Hours
• Days
• Weeks
• Months

Some values and how they read:

Unit	Offset	Reads as
Days	3	In 3 days
Days	-2	2 days ago
Hours	4	In 4 hours
Months	-3	3 months ago

Whose time zone

Hule works out the window each time the view loads, in the Time zone of the person looking at it: Notifications in the settings of the workspace they own, or else of the first one they joined. Apply to all my workspaces there copies it to the rest.

The operator decides how a rule uses the window. On a Wednesday, with Due date and This week:

Operator	Tasks it keeps
is	due Monday through Sunday of this week
is not	due in any other week, and tasks with no due date
before / less than	due before this Monday: overdue from earlier weeks
on or before / ≤	due up to this Sunday, overdue tasks included
after / greater than	due from next Monday on
on or after / ≥	due from this Monday on
between This week — Next week	due from this Monday through next Sunday

Due date < Today keeps every task due before today, done ones included. The overdue filter, done tasks left out:

Due date < Today
Stage != Done

People fields and Me

Four fields pick people:

• Assignee
• Author
• Updated by
• Watchers

In each of them:

• Me (current user) is first in the picker. It means whoever opens the view, so one shared view shows each member their own tasks.
• A member you pick by name is matched in every workspace the view draws from.

Tags from several workspaces

A tag belongs to one workspace. In a view that draws from several workspaces, two tags with the same name are two different values: pick the one from the workspace you mean. A saved filter keeps the tags it was saved with, so after you add a workspace to the view, add its tags to the rule too.

Rules and groups

• + Rule on the strip adds a rule. Click a chip to change its Field, Operator and value; remove it with its ×, or with Remove rule in its editor.
• One join per group. The chip between two rules reads AND or OR. Click it and pick the other word to switch; every join in that group changes together.
• + Group adds a group, drawn in parentheses, with its own AND or OR. Drag chips into it or out of it. An empty group offers its own + Rule.
• Remove a group with the × after its closing parenthesis (Remove group).

For example, High or Urgent tasks that are due by the end of this week, overdue included, or have no due date. The filter holds:

• a Priority rule, any of High, Urgent;
• then + Group, set to OR;
• inside the group, two Due date rules: on or before / ≤ This week, and is empty.

It reads:

When Priority is any of High, Urgent AND (Due date is on or before This week OR Due date is empty)

Advanced filter

The gear on the strip, Advanced filter, opens a card titled Filter — and the view's name. It shows the same rules as a tree:

• each group has AND / OR, + Rule and + Group;
• each rule has Field, Operator and its value;
• the footer spells out the whole filter as one sentence starting with When, as in the example above.

Edits in the card show on the strip at once. Save on the strip applies them.

Subtask filtering

The Subtasks menu at the right end of the strip, before Save and Discard, decides whether a matching subtask brings its top-level task into the view, and which subtasks show under that task. The button reads Subtasks · and the current choice, for example Subtasks · Task itself. The choice is saved with the rules. How a view shows subtasks at all: Break a task down with subtasks.

Choice	A task shows when	Under a shown task
The task itself (the default)	the task itself matches	all its subtasks
Task or its subtasks — matches only	the task or any of its subtasks matches	only the matching subtasks, and the subtasks that lead to them
Task or its subtasks — whole tree	the task or any of its subtasks matches	all its subtasks

For example, with the rule Stage != Done, a task in the Done stage whose one unfinished subtask sits three levels down stays out of the view under The task itself. Under Task or its subtasks — matches only it shows with that one subtask and the two subtasks above it; under Task or its subtasks — whole tree, with all of its subtasks.

The menu is greyed out while the view's Slice chip, in its header, is set to Tasks and subtasks or Subtasks only (which tasks a view shows). There every subtask is a row of its own, and the filter checks each row directly.

Save, Discard and Clear all

Rules you add don't filter the view until you save them.

Button	Shows	What it does
Save	once you change something	saves the rules and the Subtasks choice on the view. Greyed out while a rule has no value; pointing at it says "Pick a value for every rule, or remove the empty one."
Discard	once you change something	throws away unsaved changes
Clear all	when the view has a saved filter and nothing is unsaved	removes the filter at once

Saved filters: who sees them

A filter belongs to the view itself, not to a view type: switching a view from List to Kanban keeps its filter. Everyone who opens the view sees the filtered tasks, with Me (current user) worked out for each of them.

Edit access needed

To change a shared view's filter you need Edit access to the view and a permission set that can update views, such as List/Folder manager or Admin. Personal views are always yours to change. With Read access you can't save: a list's page shows the rules as plain chips, and on a view's page Save fails with "Failed to apply filter".

• On a list's page with Read access, all groups together show as one chip counting their rules, such as Advanced: 2 conditions, or the strip reads No filters applied.