Filter Board View Tasks in ClickUp

In ClickUp, Board View filters help you quickly narrow down tasks so you can focus on exactly what matters. This guide explains every way to filter cards in Board View using task properties, assignees, dates, and advanced options.

Overview of ClickUp Board View Filters

Board View shows tasks as cards grouped by a task field, such as Status or Assignee. Filters let you temporarily hide cards that do not match specific criteria, without changing or deleting any tasks.

You can filter tasks by:

• Common task fields like Status, Priority, and Tags
• Assignees and Teams
• Date fields such as Due date and Start date
• Custom task properties
• Search keywords and operators

Filters apply only to the current view and can be combined, saved, and reused as needed.

Open Filters in ClickUp Board View

To start filtering tasks, open any Board View in your Workspace.

1. Open a Space, Folder, or List that uses Board View.
2. At the top of the view, locate the Filter bar.
3. Select any available filter option to begin narrowing down your tasks.

The filter controls appear directly above the columns so you can adjust them while you review your workflow.

Filter Tasks by Common Fields in ClickUp

ClickUp lets you filter on standard task fields that appear in most workflows.

Filter by Status

1. Open the Board View you want to refine.
2. Click the Status filter in the filter bar.
3. Select one or more statuses to include.
4. The board updates to show only tasks in the chosen statuses.

This is useful for focusing on work that is in progress, blocked, or ready for review.

Filter by Priority

1. In the same filter bar, choose the Priority filter.
2. Select one or more priority levels (for example, Urgent or High).
3. Only tasks with the selected priorities will remain visible.

Prioritization filters are ideal during standups or planning sessions when you want to review high-impact work first.

Filter by Tags

1. Select the Tags filter option.
2. Choose any tag or combination of tags relevant to your work.
3. The Board View instantly shows only tasks with those tags.

Tags allow flexible grouping across Spaces and Lists, which makes this filter especially helpful for cross-project initiatives.

Filter by Assignee and Team in ClickUp

Assignee filters in ClickUp help you monitor workloads and responsibilities on your board.

Filter by Individual Assignee

1. Click the Assignee filter in the filter bar.
2. Search for or select one or more individual members or guests.
3. The board displays tasks assigned to the selected people.

Use this to review what a specific person is working on or to prepare for 1:1 meetings.

Filter by Teams

1. Open the Assignee filter again.
2. Switch to Teams, then pick one or more Teams.
3. The Board View shows tasks assigned to any member of those Teams.

This helps you review work by functional group, such as development, marketing, or support.

Filter by Dates in ClickUp Board View

You can focus on time-sensitive work using date filters in ClickUp.

Filter by Due Date

1. In the filter bar, click Due date or a similar date field.
2. Select a date range, such as Today, This week, or a custom range.
3. Only tasks with due dates in that range remain on the board.

Due date filters are useful for daily planning, sprint management, and deadline tracking.

Filter by Other Date Fields

Depending on your configuration, you can also filter by fields like:

• Start date
• Created date
• Last updated

Choose the relevant date field from the filter options, select a range, and the Board View updates to show matching tasks.

Use Advanced Filters in ClickUp

For complex workflows, ClickUp offers advanced filtering options that let you build detailed conditions.

Filter by Custom Fields

1. Open the filter bar on your Board View.
2. Click Add filter or a similar option to see more fields.
3. Select the custom field you want to filter by, such as a dropdown, number, or text field.
4. Set the condition and value for that field.

Custom field filters are ideal for workflows like budgets, feature types, or request categories.

Combine Multiple Filters

You can combine several conditions to refine your Board View further. For example, you can filter tasks that match all of the following:

• Status: In Progress
• Assignee: specific team member
• Priority: High
• Due this week

When you add multiple filters, the view updates in real time, allowing you to see a focused slice of work.

Search and Text Filters in ClickUp

Use search-based filters to find tasks by name or text content.

1. Locate the search box in the filter area.
2. Type a keyword or phrase used in task titles or descriptions.
3. The board shows only tasks that match your search.

Search filters are helpful when you know part of a task name or need to find related work quickly.

Save and Reuse Filters in ClickUp

Once you build a useful set of filters, you can save them with your Board View.

1. Apply the filters you want to keep.
2. Look for a Save or Save view option near the top of the Board View.
3. Save the view so that your filters load automatically next time.

Saved filtered views ensure your team can return to the same perspective without recreating filters each time.

Clear or Adjust Filters in ClickUp

You can always remove or change filters to see more tasks.

1. Open the filter bar in your Board View.
2. Click the X or clear icon next to any individual filter to remove it.
3. Use a global Clear filters button, when available, to reset the view entirely.
4. Adjust any filter values to widen or narrow the results.

Clearing filters returns your board to its full task list so you can expand your context again.

Best Practices for ClickUp Board View Filters

• Keep commonly used filter sets saved as views for quick access.
• Use assignee and Team filters in ClickUp during standups and review meetings.
• Combine date and priority filters to stay ahead of urgent deadlines.
• Leverage custom field filters to support your unique workflows.

For team-wide consistency, document which Board Views and filters should be used for specific processes, such as sprint review or intake triage.

More Resources

To review the original instructions about Board View filters, see the official ClickUp help article on filtering tasks in Board View.

If you need help designing optimized workflows and documentation, you can explore consulting services at Consultevo.

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