Master Filters in ClickUp

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Master Filters in ClickUp

Filters in ClickUp help you quickly narrow down large sets of tasks so you can focus only on work that matches specific criteria such as assignee, due date, status, or custom fields.

This how-to guide walks you through every step of using filters on views, saving filter presets, and understanding how filtering affects the tasks you see.

Where filters appear in ClickUp

Filters are available on most task views. You can access filtering tools across your workspace wherever tasks are shown in a structured list or board layout.

Common places where you can filter tasks include:

  • List view
  • Board view
  • Calendar and Timeline views
  • Workload and other advanced views, depending on your plan

Each view may offer slightly different filter options based on what that view displays, but the basic filter logic is consistent throughout the platform.

Open the filter menu in ClickUp

To start filtering, first open the filter menu on your chosen view.

  1. Navigate to the Space, Folder, or List that contains the tasks you want to filter.
  2. Select a view that supports filtering, such as List or Board.
  3. Locate the filter bar or filter icon near the top of the view.
  4. Click the filter area to open the filter menu and see available options.

Once open, you can add multiple conditions to refine your results.

Core ClickUp task filter options

The filter menu lets you search tasks by many standard fields. Depending on your plan and settings, you may see some or all of the following options.

Filter by assignee in ClickUp

Filtering by assignee is useful when you need to review tasks owned by a specific person or team.

  1. Open the filter menu on your current view.
  2. Select the Assignee filter.
  3. Choose one or more people or teams from the list.
  4. Apply the filter to show only tasks assigned to the selected users.

You can clear assignee filters at any time to return to the full task view.

Filter by status in ClickUp

Use status filters to focus on tasks in a particular stage of your workflow, such as open, in progress, or complete.

  1. Open the filter menu.
  2. Choose the Status option.
  3. Pick one or more statuses from your workflow.
  4. Apply the filter to show only tasks matching those statuses.

This is especially helpful for tracking only active work or for reviewing completed tasks.

Filter by due date

Due date filters help you focus on upcoming deadlines or overdue tasks.

  1. Open the filter menu.
  2. Select the Due date filter.
  3. Choose a date range such as today, this week, next week, or a custom range.
  4. Apply the filter to limit tasks to that time frame.

Date-based filters can be combined with other conditions, such as assignee or status, to build targeted task views.

Filter by text search

Use text filters to search task titles or descriptions for specific words or phrases.

  1. Open the filter menu.
  2. Find the text or search field within the filter options.
  3. Enter a keyword or phrase related to the tasks you are looking for.
  4. Apply the filter to show only tasks containing your search term.

This is helpful when you remember part of a task name or topic but not its exact location.

Filter by priority and other fields

Depending on your workspace settings, you can also filter tasks by additional standard fields, including:

  • Priority levels
  • Tags
  • Custom fields you have added to your tasks

These options allow highly specific filtering, such as only high-priority tasks with a certain tag or value in a custom field.

Use advanced filter logic in ClickUp

Filters can usually be combined to create more complex logic. When you add multiple conditions, the system applies them together so that tasks must match each requirement to appear.

Typical combinations include:

  • Assignee + Status (for example, tasks assigned to one person that are still open)
  • Due date + Priority (for example, high-priority tasks due this week)
  • Custom field + Tag (for example, tasks with a specific client name and a selected tag)

Experiment with different combinations until the results match the focus you need.

Save filter presets in ClickUp

If you often use the same set of filters, you can usually save them as a preset on many views.

  1. Open a view and set all the filters you want.
  2. Look for an option to save the current filter configuration, often labeled as a filter preset or view setting.
  3. Give the preset a clear, descriptive name, such as “My tasks this week” or “High-priority bugs”.
  4. Save the preset so you can reapply it with a single click later.

Saved presets are useful for recurring reviews and standardized dashboards for your team.

Clear and reset filters in ClickUp

When filters are active, some tasks are hidden from view. To see everything again, you need to clear the filters.

  1. Open the filter menu on the current view.
  2. Review the active filter conditions.
  3. Click the option to Clear or Reset filters.
  4. Confirm the reset if prompted.

After clearing filters, all tasks that belong to the selected Space, Folder, or List will be visible again, depending on other view settings and permissions.

Tips for effective filtering in ClickUp

To get more value from filtering, use the following best practices:

  • Combine a small number of focused filters instead of many broad conditions.
  • Use saved presets for frequent workflows, such as weekly reviews or sprint planning.
  • Pair filters with sorting options to control both which tasks appear and the order they are listed.
  • Keep status and priority values consistent across your workspace to make filters more predictable.

These habits make filtering faster and more intuitive for the whole team.

Learn more about ClickUp filters

For the most detailed and up-to-date instructions, including plan-specific features and limitations, review the official documentation on using filters to search tasks in the platform: official filter help article.

If you want expert guidance on optimizing your workspace, processes, and documentation, you can also visit Consultevo for consulting and implementation support.

By mastering filters, you can turn any view into a focused work hub, quickly surface the tasks that matter most, and keep your team aligned on priorities.

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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