Master Card Filters in ClickUp

Card filters in ClickUp help you quickly focus on the most important work by narrowing what you see in card-based views and widgets. This guide shows you exactly how to open, use, and save card filters so you can work faster and stay organized.

Card filters are available on several views and dashboard widgets, giving you flexible ways to surface only the tasks, Docs, or items that match your criteria.

Where ClickUp card filters are available

Card filters appear on specific views and dashboard widgets that display items as cards. You can use card filters on:

Task card view
Card view on Dashboards
Docs card view on Dashboards
Other card-based dashboard widgets that support filtering

If you see a filter icon at the top of a card layout in ClickUp, that area supports card filters.

How to open card filters in ClickUp

You can open the card filter panel to start narrowing what appears in your current view or widget.

Open the List, Board, or Dashboard where you want to filter cards.
Locate the card-based view or widget.
Click the Filter icon at the top of the card area.
The card filter panel will open, showing filtering options for that specific view or widget.

Once opened, the card filter panel stays visible while you adjust your settings so you can immediately see the impact on your cards.

Understanding ClickUp card filter options

Card filters in ClickUp are tailored to the content type of the card view you are using. Common filter options include:

Assignee: Show only items assigned to specific people or teams.
Status: Focus on items in particular workflow stages.
Priority: Surface high-priority items first.
Date fields: Filter by due date, start date, or custom date ranges.
Custom fields: Narrow cards by custom properties you have added.

Depending on the view or widget, you may see additional filters that apply only to that type of card, such as filtering Docs versus tasks.

Using task card filters in ClickUp

When you use task card filters, you can focus on the tasks that matter without changing the underlying data.

Open a task-based card view.
Click the Filter icon.
Select criteria such as assignee, status, priority, or tags.
Use date filters to view tasks that are overdue, due today, or due within a selected time frame.
Apply additional filters for custom fields if they are available in the current location.

The view updates automatically as you apply or remove filter conditions.

Using dashboard card filters in ClickUp

Dashboard card filters focus widgets on specific segments of work without changing the underlying spaces, folders, or lists.

Open your Dashboard.
Hover over a card widget that supports filters.
Click the Filter icon in the widget header.
Choose items like location, assignee, or status to narrow what appears on that widget.
Close the panel to keep your filtered Dashboard layout.

Each widget can have its own card filter settings, giving you multiple filtered views on a single Dashboard.

How to add and remove ClickUp card filters

Adding and removing filter conditions allows you to refine or broaden your view in just a few clicks.

Add filter conditions

Open the card filter panel in your ClickUp view or widget.
Click a filter type, such as Assignee or Status.
Select one or more values for that filter type.
Repeat for any additional filter types you want to use.
Review the cards to confirm that they show only the items you need.

Remove filter conditions

Open the card filter panel.
For each filter type you want to remove, clear the selected values.
Alternatively, click a global Clear or Reset option if available for that view or widget.
Confirm that all cards you expect to see are visible again.

Removing filters never deletes tasks, Docs, or other items. It only changes what is temporarily visible in that ClickUp view.

Save ClickUp card filter presets

When you find a set of filters that you use frequently, you can save them as a preset for fast reuse.

Open the card filter panel and adjust filters to your ideal configuration.
Look for a Save filter or Save as preset option at the top or bottom of the panel.
Name your preset in a way that clearly describes its purpose, such as My High Priority Tasks or Design Team This Week.
Save the preset so it becomes available in the same card view or widget type.

After you create presets, you can quickly switch between them without rebuilding your filters each time.

Apply and manage ClickUp filter presets

Presets keep your favorite filter combinations one click away.

Open the card filter panel in the same view or widget where the preset was created.
Click the dropdown that lists available filter presets.
Select the preset you want to apply.
The cards will immediately update to match the preset conditions.
To update a preset, adjust the filters and choose the option to overwrite the existing preset if available, or save a new one.

If you no longer need a preset, use the preset management options in the panel to delete it.

Tips for effective ClickUp card filtering

Use these practices to get the most from card filters in your workspace.

Combine multiple filters: Use assignee, status, and date filters together to target exactly what you need.
Create team presets: Save presets that match how your team reviews work during standups or planning sessions.
Avoid over-filtering: If you do not see expected cards, check whether another filter is still active.
Use consistent naming: Name presets with clear patterns so everyone knows when to use each one.

Learn more about ClickUp card filters

For the most detailed and up-to-date reference on card filters, including current limitations and supported views, visit the official documentation: Use card filters.

If you want help implementing advanced workflows, automation, or AI-driven optimizations around card filters and other features, you can explore expert consulting services from Consultevo.

With thoughtful use of card filters in ClickUp, you can turn any card-based view or Dashboard into a focused control center for your current priorities, while still keeping all of your tasks and Docs neatly organized behind the scenes.

Need Help With ClickUp?

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