Search, filter, sort & group tasks in Kanban

The Kanban view includes several tools to help you quickly find, organize, and display tasks based on your needs. You can use Search, Filter, Sort, and Group options from the toolbar to focus on the most relevant tasks.

Search tasks

You can search for tasks by name using the Search bar in the toolbar to quickly locate specific tasks within your current Kanban board.

Filter tasks

Filtering helps you narrow down the tasks shown on your Kanban view so you can focus on specific work items that meet your criteria.

How to filter tasks

1. Click Filter in the toolbar.
2. In the Filter panel, choose from the available quick filters to narrow down the tasks shown in the Gantt view:

• Assignee – Show tasks assigned to specific team members.
• Start Date – Filter tasks based on when they begin.
• Due Date – Display tasks by their deadline.
• Group – Show tasks within a specific group or category.
• Status – Filter tasks by status (e.g., To Do, In Progress, Done).
• Priority – Filter tasks by importance level.
• Reporter - Show tasks created or reported by specific users.

Once selected, the Kanban view will automatically update to show only tasks matching your filter criteria. You can apply multiple filters at once.

Remove filters

To remove active filters, click Filter in the toolbar to open the Filter panel:

• Deselect specific options (1): Uncheck the box next to a value to remove a single filter criterion.
• Clear a single category (2): Click Clear at the bottom of the panel to remove all selected values within that category.
• Clear all active filters (3): Click Clear all at the top right of the panel to remove every applied filter and reset the Kanban view.

Sort tasks

Sorting tasks in a Kanban view allows you to organize task cards within each column based on key attributes such as Assignee, Due Date, Priority, or custom fields.

Sorting is applied within each column, helping you organize tasks more clearly without changing their workflow status.

How to sort tasks

1. Click Sort in the toolbar.
2. In the dropdown menu, select a field you want to sort by:

• Assignee – Sort tasks by the person responsible for them.
• Cost - Sort tasks based on their associated cost or budget.
• Due Date – Sort tasks by their deadline.
• Group – Sort tasks based on their assigned group or category.
• Key – Sort tasks by their unique task ID.
• Name – Sort tasks alphabetically by task title.
• Priority – Sort tasks by importance level (e.g., Lowest to Highest).
• Rank – Sort tasks by their manual order within the board.
• Start Date – Sort tasks by when work is scheduled to begin.
• Status – Sort tasks by their status (e.g., To Do, In Progress, Done).
• Custom fields – Sort tasks using supported custom fields configured for your board.

3. Choose ascending (↓) or descending (↑) order as needed.

Apply multiple sorting levels

You can add more than one sorting condition to control how tasks are ordered in your Kanban view.

1. Click Sort in the toolbar.
2. In the dropdown menu, choose your first sorting field (e.g., Due Date).
3. Choose ascending (↓) or descending (↑) order as needed.
4. Click + More to add another sorting condition.
5. Continue adding fields as needed.

Each additional sorting level further refines how tasks are arranged within the column.

Reorder sorting levels

You can change the priority of sorting conditions to control how tasks are ordered. The order of sorting levels determines which field is applied first when arranging tasks.

To reorder sorting levels:

1. Click Sort in the toolbar.
2. Click and drag (⋮⋮⋮) next to a sorting field.
3. Move it up or down to change its priority.

Remove sorting

• Click the Remove icon next to a field to delete that sorting level.
• Click Clear at the top of the Sort panel to remove all sorting.

Group tasks

Grouping on a Kanban view organizes tasks by a shared field, such as status, assignee, or priority, into columns to provide a clear view of related tasks. How it works

When you apply a grouping, your Kanban board automatically rearranges its columns (or lanes) based on the field you selected.

For example:

• If you group by Status, tasks are organized into status columns, such as:

• If you group by Priority, tasks are organized into priority groups, such as:

Group tasks

Grouping helps you organize tasks into sections based on the selected field. For example, you can group tasks by Status or Priority to view related work together.

How to group tasks

1. Click Group in the toolbar.
2. In the dropdown menu, select the field you want to group by:

• Assignee - Group tasks by the person responsible for them.
• Due Date - Group tasks by the person responsible for them.
• Group - Organize tasks by their assigned group or category.
• Priority - Group tasks by importance level.
• Start Date - Group tasks by importance level.
• Status - Group tasks by status (e.g., To Do, In Progress, Done).

Remove grouping levels

You can remove grouping levels at any time from the Group panel.

• Remove all groupings: Click Clear at the top of the panel to reset the Kanban view.
• Remove a specific grouping level: Click Remove icon next to the field you want to remove.