Filter the task list

The task list is where most of the day happens. Filters are how you get from every task in the firm to the twelve that are yours this morning.

Where to find it

Search matches on clients and tasks together, so you can type a client name or a task title into the same box.

What you can filter by

Eleven fields:

• Status — a specific stage. Is, or is not.
• Type — which pipeline the work belongs to.
• Assignee — including Me as the first option, and "is empty" for unassigned work.
• Client
• Status role — the meaning behind the status. This is the cross-pipeline one.
• Office — including "is empty".
• Tag
• Due date — before, after, or empty.
• Billable — yes or no.
• Recurring — whether it came from a recurring schedule.
• On hold

Most fields support is and is not. Assignee and Office also support is empty, which is how you find work nobody has picked up.

The filters worth knowing about

Status role is the one people miss. Filtering on a status name only covers one pipeline, because each pipeline has its own statuses. Filtering on the role Waiting · client covers every pipeline at once. Any question phrased as "across the whole firm, what's…" wants a role filter.

Assignee is empty finds unassigned work. Worth running weekly; it's where things quietly rot.

Due date is empty finds tasks nobody put a date on, which is the other place things quietly rot.

Recurring separates work that generated itself from work someone created deliberately.

Turning a filter into a view

Once a filter combination earns its keep, save it. A saved view keeps the filters, the layout, and the sort, as a named tab that's one click away.

Notes and limits

• Filters stack — each one narrows further.
• Filters are not saved unless you save them as a view.
• Search and filters combine rather than replacing each other.
• Tasks you don't have access to never appear, so an empty result may be a permission boundary rather than no matches.