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What are Saved filters?

Saved filters allow you to view cards from many different boards and spaces together in one list. The list updates automatically as cards match/unmatch your filter conditions. Saved filters were previously called ‘Views’ but have been renamed for clarity.

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Creating a Saved filter

There are two ways to create a Saved filter:
  1. From the sidebar – click the + New button at the top of your sidebar and select ‘Saved filter’ from the menu.
  2. From a board – when applying a filter to a board, click the ‘Save’ button to save the current filter.

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Filtering options

You can filter on any card property to help you find exactly what you need:
  • Space – filter cards by the space they belong to’
  • Boards – filter cards by specific boards’
  • Status – filter cards by their current workflow status (e.g., To do, In progress, Done)’
  • Title – search for cards by their title text’
  • Assignees – filter cards by assigned team members’
  • Owner – filter by the card’s owner (the person responsible for the card)’
  • Creator – filter by the person who created the card’
  • Tags – filter cards by tags applied to them’
  • Project is – filter cards that are part of a specific project’
  • Parent card – filter cards by their parent card relationship’
  • Card is parent – show cards that are parent cards to others’
  • Card is child – show cards that are child cards of another card’
  • Card is related – show cards that are related to other cards’
  • Card is archived – shows cards that have been archived.
  • Due date – filter cards by their due date’
  • Created date – filter cards by when they were created’
  • Updated date – filter cards by when they were last updated’
  • Links – filter cards that have specific links or references’
  • Priority – filter cards by their priority level’
  • Estimate – filter cards by their effort or time estimate’

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Sorting the list

You can change the sort order of the list of cards by:
  • Last created – newest cards appear first
  • Earliest due date – cards with the soonest due dates appear first
  • Last updated – most recently updated cards appear first
  • Highest priority – cards with the highest priority appear first
  • Largest estimate – cards with the largest effort or time estimate appear first
  • Status – cards are sorted by their workflow status
You can also reset the order to the default at any time.

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Managing saved filters

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Favourite

Click the ‘star’ button in the header of your saved filter to add it to your favorites section in the sidebar.

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Share with the workspace

By default saved filters are private to you, but you can optionally share them your workspace making it easy to collaborate on specific sets of work items. When creating or editting a filter, just toggle on the ‘Share to workspace’ at the top right of the screen.

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Edit and delete Saved filters

  • Edit a saved filter at any time by clicking the ‘Edit’ button.
  • Delete a saved filter using the 3-dot menu (requires confirmation).
  • Whilst editting, you can ‘Cancel’ your changes to reset the filter back to its saved settings.

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Keyboard navigation

Saved filters support keyboard shortcuts for efficient navigation:
  • Use arrow keys (↑↓) to move up and down the list of cards.
  • Press Enter to open the selected card
  • Press Esc to close the card and return to the list of cards.
  • Use keyboard shortcuts for common actions like assigning A, changing status S, or adding tags `T

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Best practices

  • Create Saved filters for common work patterns (e.g. “Recent bugs”, “High Priority Items”)
  • Favorite a saved filter for quick access to important work.
  • Regularly review and update your filters to keep them relevant.
For more information about filtering and organizing cards, check out our Boards documentation.