Saved Filters

Saved filters are reusable filter presets on a board. Configure a combination of filters once — members, tags, priority, dates, custom fields, completion status — save it with a name, and apply it with one click any time.

Think of them as named views of the same board: "My urgent work," "This sprint," "Stale tasks," or anything else your team cares about.

Creating a Saved Filter

1. Open the board's filter panel (funnel icon in the board toolbar)
2. Configure the filters you want — any combination of available filters
3. Click Save Current Filters
4. Give the filter a name
5. Choose who can use it (see Sharing below)
6. Save

The filter appears immediately in the filter panel's saved filter list.

What Gets Saved

Everything in the filter panel:

Field	Saved?
Title search text	✓
Priority selection	✓
Members	✓
Lists	✓
Tags	✓
Start and due date criteria	✓
Custom field conditions	✓
Completion status	✓

Grouping, sorting, and column configuration (List view) are saved per-view, not inside saved filters.

Applying a Filter

Open the filter panel and click any saved filter. Its criteria immediately replace whatever filters are currently active, and the board updates to show the matching tasks.

Click Clear to drop the filter and show everything again. The saved filter itself isn't deleted — just deactivated.

Updating a Saved Filter

To modify what a saved filter matches:

1. Apply the saved filter
2. Adjust the filter criteria (add a tag, remove a member, etc.)
3. Click the filter's menu → Update

The saved filter is replaced with your new criteria. You can only update filters you created.

Renaming a Filter

Click the menu next to a saved filter → Rename. You can only rename filters you created.

Deleting a Filter

Click the menu next to a saved filter → Delete. Deletion is immediate and affects everyone the filter was shared with.

Sharing

When creating or editing a saved filter, you choose who can use it:

Option	Who sees it
Private	Only you
Share with specific members	Members you explicitly pick
Share with everyone	Every member of the board

Shared filters show an icon in the filter list:

• Globe icon → shared with everyone
• Share icon → shared with specific members
• No icon → private

The creator's name is shown on any filter created by someone else.

Ideas for Saved Filters

A few patterns teams use:

• "My open work" — members: you, completed: off
• "Sprint 42" — tag: Sprint 42, completed: off
• "Blockers" — tag: blocker — track what's slowing the team down
• "Stale" — no activity in 14+ days — find forgotten tasks
• "High priority" — priority: High, completed: off
• "Unassigned" — members: empty, completed: off — find orphans

Use them as your team's canonical views instead of everyone configuring filters manually.

Tips

• Share the team's default views with everyone so new members can find them immediately
• Keep names short and meaningful — they show up in a dropdown
• You can create many saved filters — there's no limit. But fewer, well-named ones beat a long list of overlapping presets.
• Saved filters don't travel between boards — each board has its own set. If you have a common pattern, recreate it on each board that needs it.