How to filter tasks

Filtering tasks help streamline the tasks displayed along the lines of particular criteria you set, such as a tag, assigned attorney, status, and matter.

So, let's say you want to exclusively see tasks related to research or want to assess an attorney's performance through the progress of tasks he has completed, filtering helps to achieve just that.

To filter tasks:

1. Head over to the Show Filter button located at the top right corner of your Kanban

2. Choose a filter option by selecting an option or entering data in one or multiple fields

Filter Tasks by Title or Description

1. Click the Title or description to type in titles of tasks you are looking to find

Filter Tasks by Assigned Attorney

2. Click the Assigned Users to reveal to all members that various tasks are assigned to

Filter Tasks by Assigned Teams

3. Click the Assigned Teams to reveal all teams that various tasks are assigned to

Filter Tasks by Label

4. Alternatively, you may choose to filter tasks by using labels you chose to tag your tasks with

Filter Tasks by Subtask

5. You may choose to show only subtasks of a particular task

Filter Tasks by Lead

6. You may also choose to show the tasks associated with a particular lead

Filter Tasks by creation date

7. You may choose to show only tasks created on a specific date

Filter Tasks by Due Date

8. You may choose to filter tasks under a specific due date

Filter Tasks by Start Date

9. You may choose to filter tasks under a specific Start date

Note: Whether you chose one filter or a combo of filters, click X to close the dialog, and tasks with the specified filter only will now appear on the Kanban board.