Use Mixed Filters in ClickUp

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Use Mixed Filters in ClickUp Dashboards

Mixed filters in ClickUp let you build powerful Dashboard reports by combining different filter conditions in a single view. With mixed filters, you can use both AND and OR logic to control exactly which tasks, docs, or other items appear on your cards.

This guide walks you through how mixed filters work, how to add and group them, and how to use them in cards inside your Dashboards.

What are mixed filters in ClickUp?

Mixed filters are combinations of multiple filter rules that use both AND and OR logic at the same time. They allow you to create flexible conditions so your Dashboard cards display only relevant information.

Instead of being limited to a single type of logic, you can mix:

  • AND rules to narrow your results
  • OR rules to broaden your results

Mixed filters in ClickUp are especially useful for complex reporting, such as viewing tasks from several teams, time ranges, or statuses in a single card.

How ClickUp filter logic works

Before using mixed filters, it helps to understand how filter logic behaves on Dashboard cards.

AND logic in ClickUp filters

Use AND logic when every condition must be true for an item to appear. For example, a task must:

  • Belong to a specific Space AND
  • Be assigned to a certain person AND
  • Have a particular status

Each additional AND rule further narrows the results shown on your ClickUp Dashboard card.

OR logic in ClickUp filters

Use OR logic when at least one condition must be true. For example, a task can:

  • Be in Status: In Progress OR
  • Be in Status: Review

Each additional OR rule broadens the results shown, because tasks only need to match one of the conditions to appear on your card.

Where mixed filters are available in ClickUp

Mixed filters are supported on many Dashboard card types, so you can apply advanced logic wherever you analyze your work.

You can typically use mixed filters in Dashboard cards that support filtering by fields such as:

  • Status
  • Assignee
  • Custom Fields
  • Due Date and Start Date
  • Priority
  • Tags

To review the official list of supported card types and filter options, see the ClickUp Help Center article on mixed filters at this external page.

How to add mixed filters in ClickUp Dashboards

Follow these steps to start using mixed filters on a Dashboard card.

1. Open your ClickUp Dashboard

  1. Navigate to the Dashboard sidebar in your Workspace.
  2. Select an existing Dashboard or create a new one.
  3. Locate the card where you want to add mixed filters, or add a new card.

2. Open the filter menu on a card

  1. Hover over the card and look for the filter icon or settings menu.
  2. Click the icon to open the filter panel.
  3. Ensure you are viewing the card’s data settings or filters section.

3. Add your first filter rule

  1. Click Add filter or a similar button.
  2. Select a field, such as Status, Assignee, or a Custom Field.
  3. Choose a condition (for example, is, is not, contains).
  4. Pick or enter a value to complete the rule.

This first rule is the foundation for your mixed filters in ClickUp.

4. Add more AND rules

  1. Use the + or Add filter option again.
  2. Choose a different field or reuse the same field with another condition.
  3. Confirm that the connector between rules is set to AND when you want to narrow results.

All AND-connected rules must be true for an item to display on the card.

5. Add OR rules and create groups

To mix logic, you need to group filters. Groups let you bundle some conditions with OR logic while combining groups with AND logic.

  1. In the filter panel, look for an option like Add group or a grouping icon.
  2. Create a new group of filters.
  3. Inside the group, change the connector between rules to OR when you want any of them to match.
  4. Place separate groups above or below each other to combine them with AND logic.

The high-level structure often looks like this:

  • Group 1: Filter A OR Filter B
  • AND
  • Group 2: Filter C OR Filter D

This structure is the core of mixed filters in ClickUp Dashboards.

Examples of mixed filters in ClickUp

Here are a few sample scenarios that show how mixed logic can refine your reporting.

Example 1: Status and assignee filters

Goal: Show work that is either active or in review, but only for a set of people.

  • Group 1 (OR)
    • Status is In Progress
    • OR Status is Review
  • Group 2 (OR)
    • Assignee is Alice
    • OR Assignee is Bob

Combined logic: (In Progress OR Review) AND (Alice OR Bob).

This Dashboard card in ClickUp displays just the tasks that match both groups.

Example 2: Date and priority filters

Goal: Track recent or upcoming tasks that have a high impact.

  • Group 1 (OR)
    • Due Date is within the last 7 days
    • OR Due Date is within the next 7 days
  • Group 2 (OR)
    • Priority is High
    • OR Priority is Urgent

Combined logic: (Recent OR upcoming) AND (High OR Urgent).

This mixed setup keeps your ClickUp Dashboard focused on critical tasks in a tight time window.

Example 3: Custom fields and tags

Goal: Report on related work from many teams using standardized fields.

  • Group 1 (OR)
    • Custom Field: Team equals Marketing
    • OR Custom Field: Team equals Sales
  • Group 2 (OR)
    • Tag contains campaign
    • OR Tag contains launch

Combined logic: (Marketing OR Sales) AND (campaign OR launch).

This makes it simple to analyze cross-team initiatives in one ClickUp card.

Tips for building clear mixed filters in ClickUp

Mixed filters can become complex quickly. Use these tips to keep your Dashboards easy to manage.

  • Name or document your logic: Write a brief note or description of what the filter is meant to show.
  • Use fewer groups when possible: Start simple and only add groups when they are necessary.
  • Test step by step: Apply a single group, confirm results, then add the next group.
  • Align filters with Workspace conventions: Make sure statuses, tags, and custom fields are standardized across your ClickUp Spaces.

Optimizing ClickUp reporting with expert help

Structured mixed filters are powerful on their own, but they are even more effective when combined with a consistent hierarchy and naming strategy. If you need help designing scalable reporting workflows, implementation partners such as Consultevo can assist with planning and optimizing your setup.

Learn more about mixed filters in ClickUp

Mixed filters unlock precise control over which items appear on your Dashboard cards so you can build focused, actionable views for every team. By combining AND and OR logic with groups, you can design advanced reporting without leaving your ClickUp Workspace.

For the complete, official documentation on this feature, including the latest updates and supported card types, visit the ClickUp Help Center article on mixed filters at Use mixed filters in Dashboards and cards.

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