Organize Your Personal List in ClickUp

ClickUp gives you powerful ways to group and filter tasks in your Personal List so you can focus on exactly what needs your attention. By learning how to use grouping, filtering, and saved views, you can quickly switch perspectives and manage your work more efficiently.

This guide explains how to open your Personal List, apply groups and filters, combine them, and save your favorite configurations for fast access.

Access your Personal List in ClickUp

The Personal List is a built-in view that automatically gathers tasks assigned to you from across your Workspace. You can open it in just a few clicks.

Open Home from the left sidebar.
Select the Personal tab.
Click the List view option to open your Personal List.

Once your Personal List is open, you can start organizing tasks using groups and filters.

Use ClickUp groups to organize tasks

Grouping in ClickUp lets you organize tasks into visual sections based on a key field, like status or priority. This helps you see related work together at a glance.

Available grouping options in ClickUp

In your Personal List, you can group tasks by several common attributes. Depending on your plan and enabled features, typical options include:

Status: See tasks organized by their current workflow state.
Priority: Focus on urgent work by grouping tasks from highest to lowest priority.
Assignee (if visible in your Personal List): Helpful when reviewing shared tasks.
Due date: Group by upcoming, overdue, or unscheduled tasks to manage your schedule.

Grouping does not change the underlying task data. It only changes how your Personal List is visually organized.

How to apply groups in your ClickUp Personal List

In your Personal List toolbar, find the Group control.
Click it to open the grouping dropdown.
Select the field you want to group by, such as Status or Priority.
Optionally, choose additional settings like sort order or whether to show empty groups, when available.

Your Personal List will refresh and display tasks in sections corresponding to the selected group.

Change or remove groups in ClickUp

You can easily adjust grouping as your needs change.

Open the Group dropdown again.
Select a different field to change how tasks are grouped.
To remove grouping, choose the option that disables grouping (often labeled None or similar, depending on your current interface).

This flexibility lets you move quickly between high-level and detailed views of your workload.

Filter your Personal List in ClickUp

Filters in ClickUp let you narrow your Personal List so you only see tasks that match specific criteria. This is especially useful when you have a large number of tasks and need to focus.

Common filter types in ClickUp

You can combine multiple filters to refine your Personal List. Typical filter options include:

Status: Show only open, closed, or specific workflow states.
Priority: Only display High and Urgent tasks.
Due date: Focus on tasks due today, this week, overdue, or with no due date.
Tags: Filter by labels that categorize your work.
Custom fields (if enabled): Filter based on your own structured data.

How to add filters in your ClickUp Personal List

Locate the Filter control in the Personal List toolbar.
Click Add filter or the relevant filter button.
Choose a field, such as Status, Priority, or Due date.
Select the condition, for example is, is not, is before, or is after, depending on the field type.
Pick the values you want to include, such as specific statuses or dates.

Your Personal List will instantly update to show only the tasks that match your selected filters.

Manage and clear filters in ClickUp

To keep your Personal List flexible, you can edit or remove filters at any time.

Open the Filter menu.
To change a filter, click it and adjust the field, condition, or value.
To remove a filter, use the delete icon or Clear option for that filter.
To remove all filters at once, use the Clear all or similar option in the filter bar.

Clearing filters restores your Personal List to show all applicable tasks assigned to you.

Combine groups and filters in ClickUp

You can combine groups and filters in ClickUp to create highly focused task views in your Personal List.

For example:

Group by Status and filter by High and Urgent priorities to see critical work in each stage.
Group by Due date and filter by Open statuses to plan your upcoming schedule.
Group by Priority and filter by Today or This week due dates to build a daily or weekly action plan.

Because grouping and filtering are independent, you can adjust one without losing the other, enabling quick experimentation to find the layout that best supports your workflow.

Save your Personal List layouts in ClickUp

Once you find a combination of groups and filters that works, you can save the configuration as a view layout or adjust existing layouts so you do not need to rebuild them every time.

Save your current layout

Configure your Personal List with the groups, filters, sorting, and visible columns you want.
In the view toolbar, look for the layout or view settings menu (often represented by three dots or a layout label).
Select the option to Save or Update the current layout, depending on what is available.
Optionally, rename the layout to reflect its purpose, such as Today – High Priority or Weekly Plan.

Once saved, you can access this layout quickly whenever you return to your Personal List.

Switch between saved layouts in ClickUp

ClickUp allows you to move between saved layouts to match different workflows or timeframes.

Open your Personal List.
Use the view or layout selector to see any saved layouts that apply.
Select the layout you want to use. Your groups, filters, and visible columns will update automatically.

This is particularly helpful if you manage multiple roles or workstreams and want separate configurations for each.

Tips for effective Personal List management in ClickUp

Start simple: Begin with grouping by Status and a single Priority filter, then add more filters only if needed.
Use date filters strategically: Combine Today, Tomorrow, and This week filters with priorities to manage your short-term workload.
Review filters regularly: If your Personal List looks empty, check whether filters are hiding tasks you still need to see.
Create dedicated layouts: Save one layout for daily focus, another for weekly planning, and another for long-term follow-up.

Learn more about Personal List features

For the most accurate and up-to-date details about grouping and filtering options in the Personal List, review the official documentation from the platform.

You can read the original guide here: Group and Filter your Personal List.

If you need help implementing workspace-wide organization strategies, automation, or integrations, consider working with productivity and workflow specialists. Resources like Consultevo can help you design scalable task management systems and optimize how you use this platform across teams.

By mastering groups, filters, and saved layouts in your Personal List, you can turn ClickUp into a focused command center for your daily work.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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