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How to filter tasks in Vaiz

Filters help you narrow and organize the tasks displayed on a board so you can focus on the work that matters. You can also save filters and use them again whenever you need the same task view.

Step 1. Open the board

In the top-left corner, select the space where your project is located.

Space switcher menu open, listing available spaces to select a project from

In the left sidebar, open the project you want to work with.

Sidebar with the Projects section expanded, showing Development, Product Management, and Marketing

In the Boards section, open the board where you want to filter tasks.

Marketing project sidebar with the Boards section expanded, listing available boards

Step 2: Open the filter panel

In the top-right corner of the board, click Filter.

Content Production board with the Filter button and New filter option open

If you already have saved filters, they will appear in the drop-down list. Click a filter name to apply it.

If you haven't created any filters yet, click New filter.

Step 3: Configure filter conditions

Select the conditions you want to apply. Available filter categories include:

  • Assignee — filter tasks assigned to you or selected team members.
  • Due date — show tasks with no due date, overdue tasks, tasks due tomorrow or next week, or choose a custom date.
  • Types — filter by task type.
  • Milestones — show tasks linked to selected milestones.
  • Priority — filter by priority level.
  • Relations — filter tasks based on blocking or blocked relationships.
  • Custom fields — filter by values from your custom task fields.
  • Misc — filter completed or uncompleted tasks, favorites, followed tasks, tasks you created, creator, group, or creation date.

You can combine multiple filters to narrow the results. For example, select Assigned to me under Assignee and Due tomorrow under Due date to display only your tasks that are due tomorrow.

Filter panel with Assigned to me and Due tomorrow conditions selected

Note: Turn on Exact match at the bottom of the filter panel to show only tasks that meet all selected conditions. When it's turned off, tasks matching any of the selected conditions will be displayed.

Filter panel with custom fields, Misc options, and the Exact match toggle enabled

Step 4: Save a filter

To save the current filter, enter a name in the field at the top of the filter panel, then click Save. The filter will appear in the Filter menu and can be applied again whenever you need it.

Filter panel with the filter named Urgent ready to be saved

Step 5: Clear or remove a filter

To clear the current filter while keeping it saved for future use, click the × next to the filter name at the top of the filter panel or click Clear filter at the bottom of the panel.

Saved Urgent filter with the X and Clear filter options to remove it from view

To permanently delete a saved filter, click Remove at the top of the filter panel.

Saved Urgent filter with the Remove button highlighted to delete it permanently

Then confirm by clicking Remove in the confirmation dialog.

Confirmation dialog asking to confirm removing the filter permanently

Step 6: Reuse or edit a saved filter

Click Filter to open the list of your saved filters, then select an existing filter or click New filter to create and configure a new one.

Filter menu showing the saved Urgent filter with its Edit icon and New filter option

Note: To update an existing filter, click the Edit (pencil) icon next to its name, make your changes, and save the filter again.